Banking Relationship Specialist
Current•Support the Bank’s “client 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 compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets.•Handle customer service issues by conducting research, taking ownership and following up with on a daily basis as necessary until conclusion.•Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. •Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service related functions.•Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs. Assists with daily functions including opening and closing procedures.•Active participation in achieving branch sales goals•Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops.•Supports retail and community events to promote the brand in accordance with the retail business plan.•Makes sales telephone calls in accordance with retail business plan.