Relationship Banker

Rockland-Trust-Company; Brockton (MA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

401K retirement plan

LTD and Life Insurance

Paid vacation

Day care reimbursement

Tuition assistance

Job summary

Rockland Trust, a full-service commercial bank, seeks a helpfully proactive professional to support customer relationship development and handle day-to-day transactions for both personal and business clients.

You will proactively cross-sell products, handle account openings, and guide customers through Home Equity applications while meeting sales and service goals. A strong emphasis on service, compliance, and teamwork is expected.

Qualifications

• Two year degree or equivalent job experience.
• Minimum 1 year sales experience in a financial or retail environment.
• Notary Public and NMLS certified are preferred requirements.
• 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 assist the bank in meeting its sales and service goals.
• Accurately and efficiently execute the day-to-day transactional needs of the bank’s client base, including opening and processing all types of accounts (including deposit and loan products), check cashing, balancing cash drawer, performing settlement procedures, and processing withdrawals and deposits for both consumer and business customers within established guidelines and authority.
• Proactively cross-sell bank products and services to existing and new customers by utilizing the current tools and tracking systems provided.
• Make qualified referrals to business partners in the areas of 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 procedure; troubleshoot customer 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.
• Use knowledge, experience, and ability to 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 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 and responsibilities as required.

Skills

Sales experience

Customer service

Office software

Education

Two year degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Rockland Trust, a full-service commercial bank, seeks a helpfully proactive professional to support customer relationship development and handle day-to-day transactions for both personal and business clients.

You will proactively cross-sell products, handle account openings, and guide customers through Home Equity applications while meeting sales and service goals. A strong emphasis on service, compliance, and teamwork is expected.