Banking Relationship Specialist

Position

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

Key Responsibilities

• Support the Bank's People First focus and rules of engagement-greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank 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.
• 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 c...