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Banking Relationship Specialist

Company: ConnectOne Bank
Location: Newark
Posted on: November 19, 2021

Job Description:

Position Summary Banking Relationship Supervisor plays a vital role in ConnectOne's "People First" banking experience by engaging, and providing adequate support to teammates, in conducting transactions and client interactions to ultimately expand consumer and business banking relationships, cross-serve serve bank products and services, while demonstrating the ConnectOne culture. Key Responsibilities

  • Support the Bank's "People First" focus and rules of engagementmaintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB "A Better Place to Be".
  • Proactively identify opportunities for relationship acquisition and development by cross selling the Bank's products and services in a consultative manner, based on the uncovered and/or stated needs of the client.
  • Lead active participation by all teammates in all campaigns and initiatives.
  • Conduct effective outbound communication with clients to educate and inform.
  • Supervise and support team members with all operational and service-related functions.
  • Guide and direct escalated matters appropriately, in the absence of the assigned Business Relationship Manager. Assess performance of the team; reward and recognize strong performers and contribute to the development of an action plan to address performance issues.
  • 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 of the Bank, preventing fraud and protecting customer assets.
  • Handle client service issues by taking ownership, conducting research, and following up on a daily basis as necessary until full resolution.
  • Conduct various transactions as needed, including cash handling, at all access points.
  • Active participation in achieving branch sales/service goals.
  • Exceed client service expectations professionally, handling all interactions swiftly and effectively.
  • Supports retail and community events to promote the brand in accordance with the retail business plan.
  • Responsible for administrative duties for the office.
  • Supports expense management and overall achievement of Bank and team financial plans and goals.
  • Create/Maintain work schedules.
  • Facilitate regular meetings with team to educate and inform.
  • Performs other duties that may be assigned. Knowledge
    • Knowledge of relevant Federal and State banking regulations.
    • Expert knowledge on the Bank's deposit and small business lending products and cash management services.
    • Thorough knowledge of procedures and policies with respect to banking transactions.Skills
      • Minimum of one-year CNOB experience one to three years teller experience.
      • Completed all required training and is fluent in all platform banking functions.
      • Sales experience or training in sales techniques. Abilities
        • Strong "People First" interest and ability.
        • Effective team building and interpersonal communication abilities are necessary.
        • ConnectOne Bank culture mastery. Other Requirements
          • To support business needs, the ability to work a flexible schedule is required.

Keywords: ConnectOne Bank, Newark , Banking Relationship Specialist, Accounting, Auditing , Newark, New Jersey

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