Relationship Banker: Trusted Banking Advisor

Rockland Trust; Boston (MA); On-site; USD 50,000 - 75,000; Full time

Job summary

Rockland Trust is seeking a Relationship Banker to build and foster strong customer relationships, delivering an energetic banking experience for clients and colleagues.

You will identify financial needs, process transactions accurately, and guide customers through traditional and digital channels while upholding regulatory requirements. A customer-focused, team-oriented mindset will drive success in a values-driven culture.

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.
• Notary Public and NMLS certification are required.
• 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 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 all required onboarding, job-specific, compliance, regulatory, operational, and continuing education training programs within established timeframes.

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

Organizational skills

Customer service

Adaptability

Creativity

Education

Bachelor’s degree or equivalent

Notary Public

NMLS certification

Tools

Microsoft Word

Excel

Job description

Rockland Trust is seeking a Relationship Banker to build and foster strong customer relationships, delivering an energetic banking experience for clients and colleagues.

You will identify financial needs, process transactions accurately, and guide customers through traditional and digital channels while upholding regulatory requirements. A customer-focused, team-oriented mindset will drive success in a values-driven culture.