Relationship Banker: Grow Clients & Community

Rockland Trust; Saugus (MA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Pet Insurance

401K retirement plan

Long Term Disability & Life Insurance

Tuition Assistance for undergraduate &

Paid vacation

Day care reimbursement

Award-winning wellness program

Job summary

Rockland Trust is hiring a Banker to support customer relationship development in our Retail Branch. You will handle accounts, deposits, loans, and cross-sell products to deepen customer relationships while maintaining service excellence.

The role emphasizes proactive customer engagement, use of Salesforce, and adherence to banking policies. It offers growth within a community-focused bank with strong local decision-making.

Qualifications

• Two year degree or equivalent required.
• Minimum 1 year sales experience in a financial or retail environment.
• Must be or become a Notary Public and NMLS certified.
• Proficient in Microsoft Word and Excel with ability to operate a variety of office equipment.

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

Notary Public

NMLS certification

Strong communication

Education

Two year degree or equivalent

Tools

Microsoft Word

Excel

Job description

Rockland Trust is hiring a Banker to support customer relationship development in our Retail Branch. You will handle accounts, deposits, loans, and cross-sell products to deepen customer relationships while maintaining service excellence.

The role emphasizes proactive customer engagement, use of Salesforce, and adherence to banking policies. It offers growth within a community-focused bank with strong local decision-making.