Relationship Banker I: Client Growth & Solutions

Rockland Trust; Mashpee (MA); On-site; USD 56,000 - 72,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Pet Insurance

401K retirement plan

Long Term Disability

Life Insurance

Child Care Reimbursement

Tuition Assistance

Wellness program

Job summary

Rockland Trust is seeking a Relationship Banker to build and nurture strong client relationships, delivering an energetic banking experience for customers and colleagues. You will identify financial needs, process transactions, and offer appropriate products with a proactive, customer-centric approach.

Based in Massachusetts, you will work in a bank that emphasizes local decision-making, community impact, and growth opportunities, with a comprehensive benefits package and performance incentives.

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

Communication skills

Sales orientation

MS Word

Excel

Education

Bachelor’s degree or equivalent

Notary Public

NMLS certification

Tools

MS Word

Excel

Job description

Rockland Trust is seeking a Relationship Banker to build and nurture strong client relationships, delivering an energetic banking experience for customers and colleagues. You will identify financial needs, process transactions, and offer appropriate products with a proactive, customer-centric approach.

Based in Massachusetts, you will work in a bank that emphasizes local decision-making, community impact, and growth opportunities, with a comprehensive benefits package and performance incentives.