Banking Relationship Specialist

Job Type

Full-time

Connect One Bank proves that putting people first is a better way to do business. We are builders of businesses, communities, and equity, and we are building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential, and truly make an impact.

Connect One is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high‑performing commercial bank, inspiring a new model for our industry’s future. By embracing technology and all the ways it can help us become a world‑class service organization, we support small‑business owners by fueling their mission.

People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At Connect One, 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.

Connect One Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

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

• Support the Bank’s “People First” focus and rules of engagement—greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects Connect One Bank standards, and working as an active member of the Branch team, always striving to make Connect One 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.
• Perform service transactions for the Branch to include check re‑orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact.
• Serve as primary back‑up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service‑related functions.
• Assist with Teller functions as needed, including performing banking transactions over the phone or at the drive‑up window, accepting deposits, cashing checks, assisting clients with other banking needs, and branch opening and closing as needed.
• Active participation 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.

• 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 in assessing and meeting the needs of customers and/or solving customer problems.
• Effective teamwork and interpersonal communication abilities are necessary.
• Ability to lift items up to 25 lbs.
• Connect One Bank culture mastery.
• Flexibility to work a flexible schedule to support business needs.

• 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…