Client Relationship Specialist
ConnectOne Bank, West Palm Beach, Florida, United States, 33412
About Us:
At ConnectOne Bank, we believe that prioritizing people is the cornerstone of a successful business. As a builder of businesses, communities, and opportunities, we are committed to providing our employees with the empowerment to make important decisions that create a meaningful impact. Founded in 2005, we have grown into a progressive commercial bank that embraces technology to offer world-class services to small business owners. Join us and experience a culture where growth and teamwork lead to success in what we call 'A Better Place to Be.' Your Role:
As a Client Relationship Specialist, you will enhance the ConnectOne 'Client First' banking experience by acquiring, retaining, and developing banking relationships with both business and consumer clients while embodying our commitment to exceptional service. Embody the Bank's 'People First' philosophy by greeting clients personally, maintaining professionalism, and ensuring the branch aligns with ConnectOne Bank standards. Identify opportunities for relationship development through thoughtful cross-selling of the Bank's products and services. Assist clients in opening deposit accounts and educate them on available products and services. Ensure all banking activities comply with operational, security, and control procedures to safeguard customer assets. Address customer service inquiries by conducting thorough research and following up diligently until resolved. Collaborate with team members to enhance overall branch operations and performance. Manage service transactions, including check re-orders, account maintenance, and outbound client communications. Act as a primary backup to Branch Management for operational and service functions when needed. Support Teller functions as required, including processing banking transactions via phone or drive-up window. Participate actively in meeting branch sales goals. Maintain excellent service performance levels and integrate feedback from service evaluations. Engage in retail and community events to promote our brand in line with business objectives. Perform additional duties as assigned. Qualifications:
To be successful in this role, you should have: Strong needs-based sales skills. 1-3 years of relevant bank platform sales and teller experience. A solid understanding of federal banking compliance and requirements. A genuine interest and ability to put 'People First.' Proficiency in assessing customer needs and resolving their issues. Effective communication and teamwork skills. The ability to lift items up to 25 lbs. A commitment to the ConnectOne Bank culture. A flexible schedule to support business needs. Perks and Benefits:
We offer exceptional benefits including: Comprehensive health, vision, and dental coverage from day one. 401k plan with employer matching. Opportunities for hybrid remote work (depending on the role). Employee engagement events, such as team-building activities and appreciation days. Access to employee assistance programs. Wellness programs and preventive care initiatives. Tuition reimbursement options. Employee discount programs. Opportunities to participate in community service events. Join Us!
At ConnectOne Bank, we encourage individuals from diverse backgrounds to apply, even if they do not meet every qualification. We believe in fostering an inclusive environment that invests in your growth and development. Apply today to help us continue making ConnectOne 'A Better Place to Be.'
At ConnectOne Bank, we believe that prioritizing people is the cornerstone of a successful business. As a builder of businesses, communities, and opportunities, we are committed to providing our employees with the empowerment to make important decisions that create a meaningful impact. Founded in 2005, we have grown into a progressive commercial bank that embraces technology to offer world-class services to small business owners. Join us and experience a culture where growth and teamwork lead to success in what we call 'A Better Place to Be.' Your Role:
As a Client Relationship Specialist, you will enhance the ConnectOne 'Client First' banking experience by acquiring, retaining, and developing banking relationships with both business and consumer clients while embodying our commitment to exceptional service. Embody the Bank's 'People First' philosophy by greeting clients personally, maintaining professionalism, and ensuring the branch aligns with ConnectOne Bank standards. Identify opportunities for relationship development through thoughtful cross-selling of the Bank's products and services. Assist clients in opening deposit accounts and educate them on available products and services. Ensure all banking activities comply with operational, security, and control procedures to safeguard customer assets. Address customer service inquiries by conducting thorough research and following up diligently until resolved. Collaborate with team members to enhance overall branch operations and performance. Manage service transactions, including check re-orders, account maintenance, and outbound client communications. Act as a primary backup to Branch Management for operational and service functions when needed. Support Teller functions as required, including processing banking transactions via phone or drive-up window. Participate actively in meeting branch sales goals. Maintain excellent service performance levels and integrate feedback from service evaluations. Engage in retail and community events to promote our brand in line with business objectives. Perform additional duties as assigned. Qualifications:
To be successful in this role, you should have: Strong needs-based sales skills. 1-3 years of relevant bank platform sales and teller experience. A solid understanding of federal banking compliance and requirements. A genuine interest and ability to put 'People First.' Proficiency in assessing customer needs and resolving their issues. Effective communication and teamwork skills. The ability to lift items up to 25 lbs. A commitment to the ConnectOne Bank culture. A flexible schedule to support business needs. Perks and Benefits:
We offer exceptional benefits including: Comprehensive health, vision, and dental coverage from day one. 401k plan with employer matching. Opportunities for hybrid remote work (depending on the role). Employee engagement events, such as team-building activities and appreciation days. Access to employee assistance programs. Wellness programs and preventive care initiatives. Tuition reimbursement options. Employee discount programs. Opportunities to participate in community service events. Join Us!
At ConnectOne Bank, we encourage individuals from diverse backgrounds to apply, even if they do not meet every qualification. We believe in fostering an inclusive environment that invests in your growth and development. Apply today to help us continue making ConnectOne 'A Better Place to Be.'