banking specialist

Everbank

<div>Banking Specialist 
The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. 
 
Key Responsibilities and Duties
<ul>
<li>Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise.</li>
<li>Performs cash vault and/or other financial center operational responsibilities as directed.</li>
<li>Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications.</li>
<li>Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan.</li>
<li>Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority.</li>
<li>Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.</li>
<li>Refers customers' financial needs to other bankers and partners as needed.</li>
<li>Executes the bank's risk culture and strives for operational excellence.</li>
<li>Adheres to established policies and procedures while opening/servicing the full range of Retail products.</li>
<li>Understands competitor products and services and advantages of the organization's banking products and services.</li>
</ul>
Minimum Qualifications
<ul><li>2+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling.</li>
<li>Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.</li>
<li>Demonstrated ability to build and deepen client relationships by identifying needs, driving revenue growth, and delivering tailored, consultative financial solutions.</li>
<li>Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.</li>
<li>Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.</li>
</ul>
Preferred Qualifications
<ul><li>Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.</li>
</ul>
Role Specific Work Experience
<ul>
<li>No Experience Required; 2+ Years Preferred</li>
</ul>
Educational Requirements
<ul>
<li>High School Preferred</li>
</ul>
Physical Requirements
<ul>
<li>Physical Requirements: Sedentary Work</li>
</ul>
Career Level 
3IC

Posting End Date: 4/13/26 
 
Req Benefits:
EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:
<ul>
<li>Medical, dental, vision &amp; HSA/FSA
</li><li>401(k) savings</li>
<li>Paid holidays &amp; generous PTO</li>
<li>Additional wellness &amp; voluntary benefits</li>
</ul>
<div>Additional Company-provided benefit options (subject to plan terms):
<ul>
<li>Tuition reimbursement</li>
<li>Commuter Benefits</li>
<li>Life and Disability Insurance</li>
</ul>
</div> 
Compensation: $25 - $32
 
Additional Details :
<div>EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC
</div>
<div></div><div>Notice to Job Seekers</div></div>

Banking Specialist

1ST SUMMIT BANK

<div><div>ESSENTIAL FUNCTIONS: 
Attracts, advises, and serves existing and prospective customers by: 
<ul><li>With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.</li><li>Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.</li><li>Provides direct and immediate response to customer requests or needs.</li><li>Develops a top customer calling list.</li><li>Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.</li><li>Listen, assess, and solve customer problems.</li><li>Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.</li></ul></div>

Develops and maintains a broad knowledge of products and services to appropriately support customer needs:
<div>
Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs: 
<ul><li>Wealth Management</li><li>Electronic Banking</li><li>Loan</li></ul></div>
<div>
Provides prompt, accurate, and efficient customer service by processing a wide array of transactions: 
<ul><li>Opens new accounts on the platform system.</li><li>Completes transactions on the teller processing system.</li><li>Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.</li></ul> 
Proficient in Electronic Banking to: 
<ul><li>Provide solutions to our customers&rsquo; needs.</li><li>Answer our customers&rsquo; technical questions.</li></ul></div>
<div>
Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers&rsquo; needs and deadlines. Duties can involve all the following: 
<ul><li>Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.</li><li>Preparing correspondence, filing, phone inquiries and other clerical duties.</li><li>Contact overdraft and delinquent customers.</li><li>Complete file maintenance on customer accounts.</li><li>Requisition office supplies, loan documents, new account supplies, Money Orders,</li><li>Treasurer&rsquo;s Checks, Pre-Paid Cards, etc.</li><li>Maintain Scanner and ATM.</li><li>Balance Vault, Cash Advance Machine, and ATM daily.</li><li>Transfers cash to and from the vault.</li><li>Performs check cashing overrides when the PBO/Supervisor is not available;</li><li>Open and close the branch in the absence of the PBO/Supervisor</li></ul></div>

Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information:
<div>
Participates in meeting Community Banking Department's long- and short-term goals and objectives: 
<ul><li>Attends and participates in annual meetings to develop departmental goals and objectives.</li><li>Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives:</li></ul>
oDaily 5 Minute Meetings. 
oWeekly Relationship Building Conference Calls. 
oWeekly Branch Based Sales Meetings. 
oMonthly Employee Relations Meetings.</div>

Performs other duties as assigned or directed.
<div>
REQUIRED SKILLS/ABILITIES: 
<ul><li>Excellent verbal and written communication skills.</li><li>Exceptional organizational skills and strong attention to detail.</li><li>Basic computer skills and digital awareness.</li><li>Typing 40 wpm.</li><li>Must be results oriented.</li><li>Manual dexterity and numerical skills.</li><li>Knowledge of all products and services and all office functions.</li><li>A positive, enthusiastic attitude.</li><li>Ability to multi-task.</li><li>Proficient with Microsoft Office Suite or related software.</li></ul></div>
<div>
SUPERVISORY RESPONSIBLITY: 
<ul><li>This position does not supervise employees.</li></ul></div>
<div>
EDUCATION and EXPERIENCE: 
<ul><li>High School diploma or GED.</li><li>Associates Degree preferred.</li><li>Minimum One (1) to Three (3) years in customer service and sales experience.</li></ul></div>
<div>
PHYSICAL REQUIREMENTS: 
<ul><li>Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.</li><li>Ability to lift up to 25 pounds (i.e., heavy boxes or coin).</li><li>Ability to communicate in person, through email or via telephone with customers and staff members.</li><li>Ability to sit or stand for an extended period.</li><li>Specific vision abilities required by this job may include close vision and the ability to adjust focus.</li><li>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</li></ul></div></div>

Relationship Banking Specialist

ConnectOne Bank

<div><h2 class="jobSectionHeader">About us:</h2>
ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we&rsquo;re builders &mdash; of businesses, communities, and equity. Most importantly, we&rsquo;re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.
ConnectOne 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&rsquo;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 ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at &ldquo;a better place to be&rdquo;.
ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.<h2 class="jobSectionHeader">
About this role</h2>
Banking Relationship Specialists play a vital role in ConnectOne &ldquo;Client First&rdquo; banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture.<h2 class="jobSectionHeader">
In this role you will:</h2><ul><li>
Support the Bank&rsquo;s &ldquo;People First&rdquo; focus and rules of engagement&mdash;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 &ldquo;A Better Place to Be&rdquo;.</li><li>
Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank&rsquo;s products and services in a consultative manner.</li><li>
Perform account opening for deposit products and educate clients on the Bank&rsquo;s product and service offerings.</li><li>
Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets.</li><li>
Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion.</li><li>
Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance.</li><li>
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.</li><li>
Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions.</li><li>
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, and branch opening and closing as needed.</li><li>
Active participation in achieving branch sales objectives.</li><li>
Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops.</li><li>
Supports retail and community events to promote the brand in accordance with the retail business plan.</li><li>
Performs other duties that may be assigned.</li></ul><h2 class="jobSectionHeader">
Must haves:</h2><ul><li>
Strong needs-based sales skills.</li><li>
One to three years bank platform sales and teller experience.</li><li>
Detailed understanding of federal banking compliance and requirements.</li><li>
Strong &ldquo;People First&rdquo; interest and ability.</li><li>
Strong ability in assessing and meeting the needs of customer and/or solving customer problems.</li><li>
Effective teambuilding and interpersonal communication abilities are necessary.</li><li>
Ability to lift items up to 25 lbs.</li><li>
ConnectOne Bank culture mastery.</li><li>
To support business needs, ability to work a flexible schedule is required.</li></ul><h2 class="jobSectionHeader">
Additional information:</h2>
Benefits:<ul><li>
World class health, vision, and dental benefits on day one</li><li>
401k with employer match</li><li>
Employee appreciation events (team building, softball games, food truck days, etc..)</li><li>
Employee assistance programs (EAP)</li><li>
Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)</li><li>
Tuition reimbursement</li><li>
Employee Discount perks</li><li>
CNOB Community Service Events</li></ul>
&hellip;.and much, much more!
Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us &ldquo;a better place to be!&rdquo;
ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.
ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.</div>

Banking Relationship Specialist

<div><h2 class="jobSectionHeader">About us:</h2>
ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we&rsquo;re builders &mdash; of businesses, communities, and equity. Most importantly, we&rsquo;re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.
ConnectOne 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&rsquo;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 ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at &ldquo;a better place to be&rdquo;.
ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.<h2 class="jobSectionHeader">
About this role</h2>
Banking Relationship Specialists play a vital role in ConnectOne &ldquo;Client First&rdquo; banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture.<h2 class="jobSectionHeader">
In this role you will:</h2><ul><li>
Support the Bank&rsquo;s &ldquo;People First&rdquo; focus and rules of engagement&mdash;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 &ldquo;A Better Place to Be&rdquo;.</li><li>
Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank&rsquo;s products and services in a consultative manner.</li><li>
Perform account opening for deposit products and educate clients on the Bank&rsquo;s product and service offerings.</li><li>
Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets.</li><li>
Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion.</li><li>
Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance.</li><li>
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.</li><li>
Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions.</li><li>
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, and branch opening and closing as needed.</li><li>
Active participation in achieving branch sales objectives.</li><li>
Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops.</li><li>
Supports retail and community events to promote the brand in accordance with the retail business plan.</li><li>
Performs other duties that may be assigned.</li></ul><h2 class="jobSectionHeader">
Must haves:</h2><ul><li>
Strong needs-based sales skills.</li><li>
One to three years bank platform sales and teller experience.</li><li>
Detailed understanding of federal banking compliance and requirements.</li><li>
Strong &ldquo;People First&rdquo; interest and ability.</li><li>
Strong ability in assessing and meeting the needs of customer and/or solving customer problems.</li><li>
Effective teambuilding and interpersonal communication abilities are necessary.</li><li>
Ability to lift items up to 25 lbs.</li><li>
ConnectOne Bank culture mastery.</li><li>
To support business needs, ability to work a flexible schedule is required.</li></ul><h2 class="jobSectionHeader">
Additional information:</h2>
Benefits:<ul><li>
World class health, vision, and dental benefits on day one</li><li>
401k with employer match</li><li>
Employee appreciation events (team building, softball games, food truck days, etc..)</li><li>
Employee assistance programs (EAP)</li><li>
Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)</li><li>
Tuition reimbursement</li><li>
Employee Discount perks</li><li>
CNOB Community Service Events</li></ul>
&hellip;.and much, much more!
Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us &ldquo;a better place to be!&rdquo;
ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.
ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.</div>

Computer Services Inc.

<div>Job Description:
In the Customer Service Banking Specialist role, you will directly support the Apiture Digital Banking platform, serving as a trusted problem‑solver for our customers and users. You will respond to issues through calls, chats, tickets, and emails, diagnose production‑level issues, identify trends, and collaborate with internal teams and vendors to drive timely resolution. You will also serve as a strong voice for our users, partnering with the Product team to help make CSI more intuitive, effective, and user‑friendly.
Why This Role Matters
You help Drive Impact by ensuring customers experience reliable, seamless digital banking&mdash;enabling financial institutions to better serve their communities while continuously improving our platform through insight, empathy, and results.
Key Responsibilities
<ul><li>Resolve customer issues efficiently: 
Respond to helpdesk tickets promptly, prioritize incoming issues, develop effective workarounds, and clearly communicate resolutions to impacted users.</li><li>
Diagnosing and troubleshoot complex issues: 
Perform thorough research using available tools, documentation, and data to identify root causes and drive effective resolutions.</li><li>
Deliver excellent customer experiences: 
Handle incoming calls and chats in a professional, friendly, and resolution‑focused manner that builds trust and confidence.</li><li>
Collaborate cross‑functionally: 
Partner with Product, QA, and Development teams to ensure systemic issues are addressed in alignment with severity, priority, and business impact.</li><li>
Ensure compliance and consistency: 
Follow CSI and Apiture policies, standards, and procedures to ensure accuracy, security, and compliance.</li><li>
Contribute to continuous improvement: 
Create, update, and maintain Support knowledge‑base content to improve efficiency and self‑service.</li><li>
Support business needs as they evolve: 
Perform other duties as needed to support team and organizational success.</li></ul>
You Are a Part Of
A collaborative, customer‑focused Support team that values organizational agility, empowerment, and shared ownership. You&rsquo;ll work closely with cross‑functional partners in an environment that encourages curiosity, continuous improvement, and meaningful impact&mdash;where your ideas and contributions truly matter.
To Succeed in This Role, You Should Have<ul><li>
Associate's degree or equivalent relevant experience.</li><li>
2 plus years of customer support experience working directly with customers in a support or service capacity.</li><li>
Excellent communication and organizational skills.</li><li>
Ability to thrive in a fast‑paced environment requiring constant prioritization; strong written and verbal communication skills</li><li>
Ability to remain effective under pressure and navigate tight deadlines.</li><li>
Ability to make decisions and exercise discretion when appropriate.</li></ul>
Preferred Qualifications<ul><li>
Banking/Fintech.</li><li>
Comfortable with technology and open to learning and adopting new tools.</li></ul>
As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers&rsquo; needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com
CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary
CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs.
For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)
Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.</div>

Customer Service Banking Specialist-Remote (11am-8pm ET)

<div><h2 class="jobSectionHeader">About us:</h2>
ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we&rsquo;re builders &mdash; of businesses, communities, and equity. Most importantly, we&rsquo;re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.
ConnectOne 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&rsquo;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 ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at &ldquo;a better place to be&rdquo;.
ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.<h2 class="jobSectionHeader">
About this role</h2>
Banking Relationship Specialists play a vital role in ConnectOne &ldquo;Client First&rdquo; banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture.<h2 class="jobSectionHeader">
In this role you will:</h2><ul><li>
Support the Bank&rsquo;s &ldquo;People First&rdquo; focus and rules of engagement&mdash;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 &ldquo;A Better Place to Be&rdquo;.</li><li>
Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank&rsquo;s products and services in a consultative manner.</li><li>
Perform account opening for deposit products and educate clients on the Bank&rsquo;s product and service offerings.</li><li>
Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets.</li><li>
Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion.</li><li>
Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance.</li><li>
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.</li><li>
Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions.</li><li>
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, and branch opening and closing as needed.</li><li>
Active participation in achieving branch sales objectives.</li><li>
Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops.</li><li>
Supports retail and community events to promote the brand in accordance with the retail business plan.</li><li>
Performs other duties that may be assigned.</li></ul><h2 class="jobSectionHeader">
Must haves:</h2><ul><li>
Strong needs-based sales skills.</li><li>
One to three years bank platform sales and teller experience.</li><li>
Detailed understanding of federal banking compliance and requirements.</li><li>
Strong &ldquo;People First&rdquo; interest and ability.</li><li>
Strong ability in assessing and meeting the needs of customer and/or solving customer problems.</li><li>
Effective teambuilding and interpersonal communication abilities are necessary.</li><li>
Ability to lift items up to 25 lbs.</li><li>
ConnectOne Bank culture mastery.</li><li>
To support business needs, ability to work a flexible schedule is required.</li></ul><h2 class="jobSectionHeader">
Additional information:</h2>
Benefits:<ul><li>
World class health, vision, and dental benefits on day one</li><li>
401k with employer match</li><li>
Employee appreciation events (team building, softball games, food truck days, etc..)</li><li>
Employee assistance programs (EAP)</li><li>
Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)</li><li>
Tuition reimbursement</li><li>
Employee Discount perks</li><li>
CNOB Community Service Events</li></ul>
&hellip;.and much, much more!
Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us &ldquo;a better place to be!&rdquo;
ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.
ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.
Salary Description$22-$27</div>

Satellite Banking Relationship Specialist

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We&rsquo;re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description: 
This job is responsible for providing Small Business products, services, and strategies to clients over the phone. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach.
Responsibilities:<ul><li>
Provides Small Business products, services, and strategies to clients through telephone channel</li><li>
Listens and understands client needs to acquire and deliver financial solutions</li><li>
Focuses on client delight and relationship retention</li><li>
Delivers sales and support and partners across the enterprise</li><li>
Delivers meaningful relationships and partnership</li><li>
Manages through change</li></ul>
Skills:<ul><li>
Client Solutions Advisory</li><li>
Oral Communications</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Customer and Client Focus</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Coaching</li><li>
Interpret Relevant Laws, Rules, and Regulations</li><li>
Risk Management</li><li>
Written Communications</li></ul>
Required Qualifications:<ul><li>
Can work effectively and efficiently in a high call volume environment</li><li>
Excellent verbal and written communication skills</li><li>
Strong customer service skills</li></ul> 
Desired Qualifications:<ul><li>
Ability to learn and adapt to ongoing changes and new technology platforms</li><li>
Experience in receiving and implementing performance feedback and coaching</li><li>
Able work in a call center schedule environment</li><li>
Minimum of 2 years Financial/Banking or call center experience</li><li>
Strong decision-making and problem-solving skills</li><li>
Proficient knowledge in Microsoft Office and can navigate these and other systems while on the phone with a client</li><li>
Self-motivated and results-oriented with excellent organizational skills</li><li>
Experience deepening relationships over the phone with clients</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Banking Centralized Specialist - Plano, TX

Search 9011+ Banking specialist jobs near you this April. New roles added regularly across leading industries. Apply today.

9011 banking specialist jobs Near Me

Banking Specialist

Relationship Banking Specialist

Banking Relationship Specialist

Banking Relationship Specialist

Customer Service Banking Specialist-Remote (11am-8pm ET)

Satellite Banking Relationship Specialist

Business Banking Centralized Specialist - Plano, TX