Banking Relationship Specialist

Position

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 including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed.
• Active participation in achieving branch sales goals.
• Maintain a 90% plus 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.

• Expert knowledge of the Bank products and services.
• Thorough knowledge of procedures and policies with respect to banking transactions.
• Knowledge of relevant Federal and State banking regulations.

• Strong needs‑based sales skills.
• One to three years bank platform sales and teller experience.
• Thorough 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 teambuilding and interpersonal communication abilities are necessary.
• Ability to lift items up to 25 lbs.
• Connect One Bank culture mastery.

• To support business needs, ability to work a flexible schedule is required.

Salary: $22‑$27