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ConnectOne Bank

Banking Relationship Specialist

ConnectOne Bank, Sayville, New York, United States, 11782

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About us

ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders—of businesses, communities, and equity. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. We’re a growth organization by design, and we take pride in seeing our employees grow with us. Founded in 2005, we have become a high‑performing commercial bank, inspiring a new model for the industry. By embracing technology, we support small business owners by fueling their missions. People First is the blueprint for our culture and the foundation of everything we do. At ConnectOne, you have the opportunity to be part of a dynamic culture and team, develop your forward‑thinking skills, thrive in an entrepreneurial setting, and succeed at a better place to be. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender and a member of the Federal Deposit Insurance Corporation. About this role

Banking Relationship Specialists play a vital role in the ConnectOne “Client First” banking experience by acquiring, retaining, and expanding banking relationships with both business and consumer clients while demonstrating the ConnectOne Culture. Responsibilities

Support the Bank’s “People First” focus and rules of engagement—greeting clients by name, maintaining a professional demeanor, ensuring branch standards, and actively contributing to the branch team. Proactively identify opportunities for relationship acquisition and development by cross‑selling the Bank’s products and services in a consultative manner. Perform account opening for deposit products and educate clients on the Bank’s product and service offerings. Ensure all activities, transactions, and records are in compliance with operational, security, and control procedures, preventing fraud and protecting customer assets. Handle customer service issues by conducting research, taking ownership, and following up daily until conclusion. Assist branch team members with transactions and overall operations, and provide feedback and coaching to improve team performance. Perform service transactions for the branch, including check re‑orders, address/name changes, safe deposit box access, outbound wires, account maintenance, and outbound client contact. Serve as primary backup to the Branch Manager or Assistant Branch Manager for operational and service functions. Assist with teller functions as needed—performing banking transactions over the phone or at the drive‑up window, accepting deposits, cashing checks, assisting clients, and opening/closing the branch as required. Participate actively in achieving branch sales objectives. Maintain a 90%+ service performance and reinforce feedback gained from mystery shops. Support retail and community events to promote the brand in accordance with the retail business plan. Perform other duties that may be assigned. Must haves

Strong needs‑based sales skills. One to three years of bank platform sales and teller experience. Detailed understanding of federal banking compliance and requirements. Strong “People First” interest and ability. Strong ability to assess and meet the needs of customers and solve customer problems. Effective team‑building and interpersonal communication abilities are necessary. Ability to lift items up to 25 lbs. ConnectOne Bank culture mastery. Flexible schedule—ability to work a flexible schedule is required. Benefits

World‑class health, vision, and dental benefits on day one. 401(k) with employer match. Employee appreciation events (team building, softball games, food truck days, etc.). Employee assistance programs (EAP). Wellness programs (flu shot, preventive care, health programs and services discounts, etc.). Tuition reimbursement. Employee discount perks. CNOB Community Service events. …and much, much more! We encourage you to apply to continue making us a better place to be. ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition, or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.

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