Client Service Manager
@ ConnectOne Bank

Locust Valley, New York, United States
$30 - $36
On Site
Posted 3 days ago

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XXXXXXXXX XXXXXXXXXXXXX XXXXXXXXX****** @connectonebank.com
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Job Details

About ConnectOne Bank

ConnectOne Bank is dedicated to putting people first, building businesses, communities, and equity. Founded in 2005, the bank is recognized for its growth, an entrepreneurial culture, and its commitment to small business owners. It embraces technology to deliver world-class service and create a "better place to be" for its employees and clients.

About the Role: Client Service Manager

The Client Service Manager (CSM) oversees the overall Sales and Service functions and ensures all operational procedures are properly performed while maintaining an excellent client experience.

Key Responsibilities

  • Support the Bank’s People First culture by delivering exceptional service.
  • Interview, hire, train, and coach staff to meet client needs.
  • Manage team operations including scheduling, sales, and daily transactions.
  • Ensure compliance with banking regulations and safety practices.
  • Facilitate team meetings and support proactive client engagement.
  • Promote the ConnectOne brand through community involvement and strategic relationship building.

Required Skills and Experience

  • Five to seven years of banking experience with retail branch exposure.
  • Strong management, leadership and coaching abilities.
  • Expert knowledge of deposit products, lending, and cash management services.
  • Proven track record in sales and customer service.
  • Familiarity with Federal and State banking regulations and security practices.
  • Proficient in Microsoft Office applications.

Additional Information

This role offers world class health, dental, and vision benefits from day one, a 401k with employer match, employee events, wellness programs, tuition reimbursement, employee discounts, and community service events. A flexible schedule is required to meet branch hours.

Key Skills/Competency

Client Service Manager, banking, sales, compliance, leadership, coaching, operations, customer service, community, Microsoft Office

How to Get Hired at ConnectOne Bank

🎯 Tips for Getting Hired

  • Customize your resume: Emphasize banking and management experience.
  • Highlight compliance skills: Showcase knowledge of regulations.
  • Research ConnectOne Bank: Understand their People First culture.
  • Prepare for behavioral questions: Reflect leadership scenarios.

📝 Interview Preparation Advice

Technical Preparation

Review banking regulations and compliance procedures.
Practice using Microsoft Office tools efficiently.
Study cash management and deposit processes.
Prepare scenarios on operational troubleshooting.

Behavioral Questions

Describe a conflict resolution at work.
Explain your leadership in team management.
Share examples of customer service excellence.
Discuss handling stressful branch situations.

Frequently Asked Questions