Relationship Banker: Build Trusted Client Partnerships

Rockland Trust; Quincy (MA); On-site; USD 52,000 - 66,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K retirement plan

Tuition Assistance

Job summary

Rockland Trust is seeking a Relationship Banker to build and strengthen client relationships, deliver an energetic banking experience, and identify financial needs through consultative conversations.

You will process transactions, cross-sell deposits and loans, and expand relationships using digital channels while maintaining compliance and customer focus. This role emphasizes teamwork, proactive outreach, and a customer-centric culture.

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.
• Notary Public and NMLS certification are required.
• 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.
• Excellent organizational skills, with attention to detail and accuracy.
• Strong sales orientation with ability to balance multiple priorities and adapt approach to different situations.
• Ability to work intuitively and find creative solutions should any problems arise.

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.
• 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

Notary Public

NMLS certification

Sales orientation

Interpersonal communication

Organizational skills

Education

Bachelor's degree or 2–4 years in sales/service environment

Tools

Microsoft Word

Microsoft Excel

Job description

Rockland Trust is seeking a Relationship Banker to build and strengthen client relationships, deliver an energetic banking experience, and identify financial needs through consultative conversations.

You will process transactions, cross-sell deposits and loans, and expand relationships using digital channels while maintaining compliance and customer focus. This role emphasizes teamwork, proactive outreach, and a customer-centric culture.