Regional Relationship Banker: Elevate Client Partnerships

Rockland Trust; United States; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K retirement plan

Long Term Disability & Life Insurance

Tuition Assistance

Job summary

Rockland Trust seeks a Relationship Banker to build and foster strong relationships, delivering an energetic banking experience for customers and colleagues. You will expand client relationships by identifying financial needs, processing transactions, and offering suitable products or services.

With a genuine customer focus and an outgoing sales mindset, you will engage in lobby management and conversations, becoming a trusted advisor who drives growth while representing Rockland Trust

Qualifications

• Bachelor’s degree and/or 2-4 years of successful experience in a sales and service environment such as retail, hospitality, or financial services.
• Must be or become a Notary Public and NMLS certified.
• Outstanding verbal, written, and interpersonal communication skills.
• Proficient in Microsoft Word and Excel with ability to operate a wide variety of equipment and mobile devices.

Responsibilities

• Engage in consultative conversations with valued customers to build rapport and expand relationships, ensuring that they trust you to find the solutions to their financial needs.
• Work both independently and as part of a team to maximize customer engagement and sales opportunities, and to find solutions to the financial needs of customers.
• Accurately and professionally process all traditional customer transactions within established guidelines and authority including check cashing, withdrawals, and deposits for both consumer and business customers.
• Answer routine and more complex questions on customer accounts, products, services, policies and procedures; troubleshoot customer issues and provide follow through to ensure resolution.
• Create innovative customer touch points through daily digital outreach and deliver a cohesive customer experience across all customer platforms, both traditional and digital.
• Generate sales excitement around target events by acting as a role model, coach, and mentor to branch staff.
• Proactively cross-sell bank deposit and loan products and services to existing and new customers by utilizing a needs-based consultative approach.
• Leverage technology and both internal and external digital channels to service customers and expand customer relationships.
• Use knowledge of laws and regulations to accept loan applications, including Home Equity.
• Establish and maintain effective working relationships, with both customers and colleagues.
• Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
• Collaborate with Branch Manager to develop and maintain a culture of strong lobby management and customer outreach efforts, aiming to enhance the customer experience both inside and outside of the branch.
• Understand and adhere to operational, regulatory and security policies and procedures while balancing customer relationships and risk of loss to the Bank
• Assume responsibility for additional duties and responsibilities as required.

Skills

Sales orientation

Relationship building

Customer service

Communication skills

Education

Bachelor’s degree

Notary Public

NMLS certified

Tools

Microsoft Word

Microsoft Excel

Job description

Rockland Trust seeks a Relationship Banker to build and foster strong relationships, delivering an energetic banking experience for customers and colleagues. You will expand client relationships by identifying financial needs, processing transactions, and offering suitable products or services.

With a genuine customer focus and an outgoing sales mindset, you will engage in lobby management and conversations, becoming a trusted advisor who drives growth while representing Rockland Trust