Demo

Client Service Manager

ConnectOne Bank
East Hampton, NY Full Time
POSTED ON 5/24/2026
AVAILABLE BEFORE 6/30/2026
Description

Position

The Client Service Manager oversees the efficient operation of the Branch ensuring all the operational functions are completely and properly performed by the staff while conveying a feeling of trust, service, security, and satisfaction to Clients and staff.

Key Responsibilities

  • Support the Bank’s “People First” focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.
  • Client First- model expected behaviors; coach employees on the spot; engage with Clients to ensure complete satisfaction when necessary.
  • Sense of Urgency - be swift in taking action, provide answers/solutions, be responsive; meet deadlines.
  • Make an Impact - ensure your work adds value to the Client, company and team.
  • We Connect - create and lead employee networks to promote and improve our company culture and employee engagement.
  • Forward Thinking - plan and strategize; anticipate and prepare.
  • Works with the Business Relationship Manager to develop and execute strategy for meeting branch sales and profitability goals, overall branch expense management, community development.
  • Responsible for meeting and exceeding all client service goals established for the retail location, emphasizing client satisfaction and retention.
  • Proactively identifies opportunities for relationship acquisition and development by cross-selling Bank products and serving in a consultative manner.
  • Ensures all activities, transactions, and records are in compliance with operational, security, and control of the Bank, as well as all applicable laws and regulations.
  • Handles client service issues by conducting research, taking ownership and following up with on a daily basis as necessary until conclusion.
  • Fosters a team culture within the branch, assesses performance of the Branch team; rewarding and recognizing strong performers, and develops an action plan to address performance issues.
  • Prepares weekly, monthly, and annual reports and plans as needed, and communicates that information to applicable departments.
  • Oversees all scheduling of branch employees, reviews overdrafts on a daily basis, and oversees the management of the physical space both internally and externally.

Requirements

Knowledge

  • Knowledge of relevant Federal and State banking regulations.
  • Familiarity with Bank security and safety practices.
  • Expert knowledge of CNOB products, services, and procedures.

Skills

  • Strong management skills and coaching abilities.
  • Conflict resolution experience.
  • Proficient with Microsoft Office Applications.

Abilities

  • Excellent communication and interpersonal skills.
  • Strong “People First” interest and ability.
  • Ability to lift items up to 25 lbs.

Other Requirements

  • Five to seven years banking experience.
  • Prior retail branch experience required.
  • Sales and/or sales leadership experience.
  • To support business needs, ability to work a flexible schedule is required. Branch hours are Monday-Friday, 8 AM-6PM. Saturday 9AM-1PM.

Salary Description

$95,000-$105,000 per year

Salary : $95,000 - $105,000

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