Banker I Wakefield Branch

Rockland Trust; Wakefield (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Tuition assistance

Wellness program

Paid time off

Job summary

Rockland Trust is seeking a Banker to join our Retail Branch in Massachusetts. You’ll deliver exceptional customer service and provide expert financial guidance to clients, helping them reach their goals and deepen relationships.

You’ll open accounts, process transactions, cross-sell bank products, and collaborate with partners to support the community. A positive, client‑focused mindset is essential.

Qualifications

• Two-year degree or equivalent job experience required.
• Minimum 1 year sales experience in financial/retail environment.
• Must be or become Notary Public and NMLS certified.
• Pass Level I Business Certification.
• Proficient in Microsoft Word and Excel; able to operate office equipment.
• Strong verbal and written communication skills.
• Excellent organizational skills with attention to detail.
• Strong sales orientation with ability to balance priorities and work in a team.
• Ability to work intuitively and find creative solutions.
• Professionalism and tact in interactions.
• Ability to work within normal office requirements; standing and customer support.
• Ability to lift and carry up to 50 pounds.
• Willingness to work flexible weeks including weekends.

Responsibilities

• Support customer relationship development and transaction processing to meet sales and service goals.
• Open and process accounts, cash handling, balancing the cash drawer, settlements, and deposits for consumers and businesses.
• Cross-sell bank products to existing and new customers using current tools and tracking systems.
• Refer to business partners in investments, mortgage, cash management, etc.
• Complete Home Equity application process and follow up on requirements and closing.
• Achieve individual and team sales and service goals; participate in promotions.
• Use a needs-based approach to recommend products/services beneficial to the customer relationship.
• Answer routine and complex questions; troubleshoot and ensure resolution.
• Maintain product knowledge through trainings and onboarding.
• Demonstrate self-service channels (ATM, Online/Mobile Banking).
• Use Salesforce for customer interactions and follow-up.
• Foster a respectful work environment with Branch Manager; represent Rockland Trust in the community.
• Adhere to policies and balance customer relationships with risk of loss to the bank.
• Take on additional reporting duties as required.

Skills

Sales experience

Notary Public

NMLS certification

Microsoft Word

Microsoft Excel

Customer service

Communication skills

Organizational skills

Problem solving

Lift 50 pounds

Education

Two-year degree or equivalent experience

Tools

Salesforce CRM

Job description

Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision-making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy—Where Each Relationship Matters—guides how we work with our customers, colleagues, and communities every day.

As a Banker at Rockland Trust, you are the key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. You will use your broad financial knowledge and communication skills to address customer needs, ensuring long‑term satisfaction.

With a positive can‑do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for executing the bank's promises by proactively identifying opportunities to deepen customer relationships, create a positive work environment, and establish meaningful roots in the community.

What You’ll Experience

• Meaningful relationships: We believe that Each Relationship Matters and are fully committed to creating a respectful and inclusive environment where everyone can succeed.
• Commitment to community: We are dedicated to supporting our community and helping those in need.
• Recognition & reward: We recognize the contributions of all colleagues.
• Training & development: We invest in our colleagues’ success by providing educational experiences and resources to manage and navigate their careers.
• Comprehensive benefits: Our benefits package includes competitive compensation with performance‑incentive awards, health insurance, dental insurance, vision and pet insurance, 401(k) retirement plan, long‑term disability & life insurance, child‑care reimbursement, tuition assistance, a wellness program, and more.

What You’ll Do

• Support customer relationship development and transaction processing to meet sales and service goals.
• Accurately and efficiently execute day‑to‑day transactional needs, including opening and processing all types of accounts, check cashing, balancing the cash drawer, performing settlement procedures, and processing withdrawals and deposits for both consumer and business customers within established guidelines.
• Proactively cross‑sell bank products and services to existing and new customers using the current tools and tracking systems.
• Make qualified referrals to business partners in investments, mortgage, cash management, etc.
• Complete the Home Equity application process with customers, communicate and follow up on application requirements, and complete the closing process.
• Achieve individual and team sales and service goals; actively participate in sales promotions.
• Use a needs‑based consultative approach to recommend products or services that will enhance and complement the customer’s relationship.
• Answer both routine and complex questions concerning customer accounts, products, services, policies, and procedures; troubleshoot issues and provide follow‑through to ensure resolution.
• Maintain a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
• Demonstrate self‑service channels to customers, including ATM, Online Banking, and Mobile Banking.
• Utilize the Salesforce platform for customer interactions, conversations, and follow‑up.
• Create and foster a fun, respectful work environment in collaboration with the Branch Manager.
• Represent Rockland Trust by establishing meaningful roots in the communities it serves.
• Adhere to operational, regulatory, and security policies and procedures while balancing customer relationships and risk of loss to the bank.
• Assume responsibility for additional reporting duties as required.

Required Qualifications

• Two‑year degree or equivalent job experience.
• Minimum 1 year sales experience in a financial or retail environment.
• Must be or become a Notary Public and NMLS certified.
• Successfully pass Level I Business Certification.
• Proficient in Microsoft Word and Excel and able to operate a variety of office equipment.
• Strong verbal and written communication skills.
• Excellent organizational skills, with attention to detail and accuracy.
• Strong sales orientation with the ability to balance multiple priorities, adapt, and work in a team environment.
• Ability to work intuitively and find creative solutions to problems.
• High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
• Positive approach to interactions with customers and team members.
• Ability to work within normal office requirements, with long periods of standing and continuous customer support.
• Ability to lift and carry up to 50 pounds.
• Willingness and ability to work within a flexible work week, which may include weekends as customer needs dictate.
• Ability to complete all required onboarding, job‑specific, compliance, regulatory, operational, and continuing education training programs within established timeframes.

Preferred Skills / Experience

• Two to four years of teller experience preferred.

Benefits & Culture

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall well‑being. Benefits include: competitive compensation with performance‑based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, ltd and life insurance, paid vacation, day‑care reimbursement, tuition assistance for undergraduate and graduate programs, an award‑winning wellness program, and more.

At Rockland Trust, you'll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal‑opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay Transparency

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company's good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards, or stipends.

Accessibility & Accommodations

We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.

Rockland Trust is the bank where Each Relationship Matters. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.

Now that you’ve heard a little bit about us, we’d love to hear more about you. Submit your application and help us strengthen our communities—one relationship at a time.