Relationship Banker I Worcester Grafton St Branch

Rockland Trust; Worcester (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) retirement plan

Tuition assistance

Job summary

Rockland Trust is looking for a Relationship Banker to build strong customer relationships and foster an engaging banking experience. You will engage in consultative conversations with customers while accurately processing transactions and cross-selling bank products.

The ideal candidate possesses excellent communication skills and a sales-oriented mindset, ideally with a Bachelor's degree or equivalent experience. Join us in making a difference in our community and ensuring each relationship matters.

Qualifications

• Bachelor’s degree or 2-4 years of successful experience in a sales and service environment.
• Must be or become a Notary Public and NMLS certified.
• Outstanding verbal, written, and interpersonal communication skills.

Responsibilities

• Engage in consultative conversations with customers to build rapport.
• Accurately process customer transactions including check cashing and deposits.
• Cross-sell bank deposit and loan products to customers.

Skills

Sales orientation

Customer relationship management

Communication skills

Problem-solving

Microsoft Word and Excel proficiency

Education

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

Tools

Salesforce

Job description

As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to 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, 401(k) 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.

Who We Are:

At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they’re empowered to make a difference for our customers and communities.

As one of The Boston Globe’s "Top Places to Work" since 2008, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we’ve built a workplace that enhances our colleagues’ lifestyle and inspires them to reach their full potential.

For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts and New Hampshire, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts, New Hampshire and Rhode Island.

What You’ll Do:

• Engage in consultative conversations with valued customers to build rapport and expand relationships, ensuring that they trust you to find 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.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.