Relationship Banker I Somerville Davis Sq Branch

Rockland Trust; Somerville (MA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

401K retirement plan

Tuition Assistance

Wellness program

Job summary

Rockland Trust in Somerville seeks a Relationship Banker to engage customers and foster strong relationships. This role involves identifying financial needs while delivering a positive banking experience. Ideal candidates possess a background in sales and exceptional communication skills.

The position offers competitive compensation, comprehensive benefits, and a supportive work environment focused on growth.

Qualifications

• 2-4 years of experience in sales and service environments.
• Must be or become a Notary Public and NMLS certified.
• Ability to lift and carry up to 50 pounds.

Responsibilities

• Build and foster strong relationships with customers.
• Engage in consultative conversations to identify financial needs.
• Proactively cross-sell bank products and services.

Skills

Sales-oriented

Verbal communication

Interpersonal communication

Organizational skills

Attention to detail

Customer engagement

Education

Bachelor’s degree or related experience

Tools

Microsoft Word

Microsoft Excel

Salesforce

Job description

Rockland Trust is a full‑service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy—Where Each Relationship Matters—guides how we work with our customers, colleagues, and communities every day.

At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values‑driven culture that encourages professional growth, innovation, and work‑life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long‑term careers.

As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and offering appropriate products or services.

With a genuine desire to engage customers and an outgoing, team‑oriented sales personality, you deliver a positive, energetic experience through active lobby management and customer conversations. You are the trusted advisor of our customers and a champion for Rockland Trust, developing strong relationships that foster trust.

What You’ll Experience:

• Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed.
• Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need.
• Recognition & reward: We believe all colleagues should be recognized for their contributions.
• Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers.
• Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work‑life balance. Our benefits include: competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, Vision and Pet Insurance, 401K retirement plan, Long Term Disability & Life Insurance, Child Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award‑winning wellness program and much more.

What You’ll Do:

• 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.

Required 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.
• Excellent organizational skills, with attention to detail and accuracy.
• Strong sales orientation with ability to balance multiple priorities and ability to adapt approach to different situations as needed.
• Ability to work intuitively and find creative solutions should any problems arise.
• Ability to work within normal office requirements, with long periods of standing inside and outside of a branch environment and continuous customer contact.
• Ability to lift and carry up to 50 pounds.
• Willingness and ability to work within a flexible work week, which may include weekends, as customer needs dictate.
• Ability to successfully complete our training program.

Rockland Trust is the Bank Where Each Relationship Matters. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.

Benefits & Culture

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall well‑being. Benefits include: competitive compensation with performance‑based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award‑winning wellness program, and much more!

At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal‑opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay Transparency

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good‑faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.

Accessibility & Accommodations

We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles.

Now that you’ve heard a little bit about us, we’d love to hear more about you. Submit your application and come help us strengthen our communities—one relationship at a time.