Banking Associate - Customer-Focused Growth & Service

Rockland Trust Company; Salem (MA); On-site; USD 42,000 - 65,000; Full time

Job summary

Rockland Trust Company seeks a Banker for its Retail Branch to deliver exceptional customer service and financial guidance. You will build relationships, proactively identify opportunities, and represent the bank in the community.

This role emphasizes cross-selling, account management, and using digital channels to serve clients. Preferred candidates have a two-year degree, sales experience in finance or retail, and Notary/NMLS certifications, with strong communication and organizational skills

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 the Level I Business Certification.
• Proficient in Microsoft Word and Excel with ability 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 ability to balance multiple priorities, adapt, and work in a team environment.

Responsibilities

• Support customer relationship development and transaction processing to meet sales and service goals.
• Open and process all types of accounts, including deposit and loan products, check cashing, balancing cash drawer, and processing withdrawals and deposits for clients.
• Proactively cross-sell bank products and services and refer to business partners (investments, mortgage, cash management, etc.).
• Complete Home Equity application process with customers and follow up on requirements and Closing.
• Achieve individual and team sales and service goals; participate in sales promotions.
• Use a needs-based consultative approach to recommend products or services that enhance customer relationships.
• Answer routine and complex questions concerning accounts, products, services, policies, and procedures; troubleshoot and ensure resolution.
• Maintain product knowledge via trainings and complete trainings within timeframes.
• Utilize self-service channels (ATM, Online Banking, Mobile Banking) and Salesforce for customer interactions.

Skills

Sales experience

Communication skills

Team oriented

Self-service channels knowledge

Salesforce usage

Customer service orientation

Education

Two year degree or equivalent

Notary Public

NMLS certification

Level I Business Certification

Tools

Microsoft Word

Microsoft Excel

Salesforce

Job description

Rockland Trust Company seeks a Banker for its Retail Branch to deliver exceptional customer service and financial guidance. You will build relationships, proactively identify opportunities, and represent the bank in the community.

This role emphasizes cross-selling, account management, and using digital channels to serve clients. Preferred candidates have a two-year degree, sales experience in finance or retail, and Notary/NMLS certifications, with strong communication and organizational skills