Relationship Banker — Growth & Community Impact

Rockland Trust; Methuen (MA); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Health Insurance

401K retirement plan

Tuition Assistance for programs

Job summary

Rockland Trust in Massachusetts is seeking a Banker to provide exceptional customer service and expert financial guidance in a Retail Branch setting. You will leverage broad financial knowledge to address customer needs and deepen relationships within the community.

We value a people-focused, empathetic approach and invest in training to grow your banking and customer service skills. This role offers growth opportunities and a path to developing lasting client relationships.

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.

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.
• 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.

Skills

Customer service

Sales

Communication

Notary Public

NMLS certified

Microsoft Word

Microsoft Excel

Education

Two year degree or equivalent job experience

Tools

Salesforce

Job description

Rockland Trust in Massachusetts is seeking a Banker to provide exceptional customer service and expert financial guidance in a Retail Branch setting. You will leverage broad financial knowledge to address customer needs and deepen relationships within the community.

We value a people-focused, empathetic approach and invest in training to grow your banking and customer service skills. This role offers growth opportunities and a path to developing lasting client relationships.