Banking Relationship Specialist

ConnectOne Bank is a dynamic and forward-thinking financial institution dedicated to putting people first. Established in 2005 by an entrepreneur, ConnectOne Bank has grown into a high-performing commercial bank that serves small business owners and individual clients with a mission to build businesses, communities, and equity. With a strong focus on innovation and technology, ConnectOne is committed to redefining the banking experience by fostering a culture that empowers employees to make impactful decisions and reach their full potential. The bank’s motto, "People First," forms the foundation of its corporate culture and decision-making processes, emphasizing personalized and attentive service to clients while supporting a collaborative team environment among employees.

ConnectOne Bank’s commitment to growth is evident not only in its business achievements but also in its dedication to employee development. The organization takes pride in nurturing its workforce and promoting a culture where team members can thrive in an entrepreneurial setting, develop forward-thinking skills, and contribute meaningfully to the bank’s mission. As an Equal Housing and Equal Opportunity Lender and a member of the Federal Deposit Insurance Corporation, ConnectOne Bank maintains high standards of integrity, compliance, and customer service excellence.

The role of a Banking Relationship Specialist at ConnectOne Bank is crucial in enhancing the "Client First" banking experience. This position is designed for individuals who are passionate about building strong customer relationships through consultative sales approaches, personalized service, and comprehensive knowledge of banking products and services. The Banking Relationship Specialist is responsible for acquiring, retaining, and expanding both business and consumer banking relationships while embodying the ConnectOne culture of professionalism, respect, and teamwork. This role offers an excellent opportunity for candidates seeking to advance their career in the banking sector with a reputable and growth-oriented institution.

As a Banking Relationship Specialist, you will serve as a key member of the branch team, supporting the bank’s "People First" philosophy by personally greeting clients, maintaining high branch standards, and striving to provide an exceptional customer experience. Your duties will include identifying opportunities to grow banking relationships, opening accounts, educating clients on products and services, and ensuring all activities comply with operational and security procedures to protect customer assets and prevent fraud. You will also handle customer service issues, assist with branch operations, and contribute to meeting branch sales objectives.

This position requires a strong sales mindset, exceptional communication skills, and the ability to work effectively in a team-oriented environment. With a keen understanding of federal banking regulations and compliance, you will play a vital role in upholding the bank’s standards of accuracy and trust. In addition to these responsibilities, you may serve as a backup to branch management and participate in community and retail events to promote the ConnectOne brand. ConnectOne Bank offers a supportive work environment where continuous learning and career growth are encouraged, making it a better place to be for both employees and clients.