Relationship Banking Specialist

Rockland Trust; Lowell (MA); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

401K retirement plan

Long Term Disability & Life Insurance

Paid vacation

Tuition assistance for programs

Tuition assistance for graduate and?

Job summary

Rockland Trust is seeking a Banker to join our Retail Branch team in Lowell, MA. You will deliver exceptional customer service and expert financial guidance, opening and servicing accounts, processing transactions, and cross-selling bank products to deepen client relationships.

With a focus on community involvement and a people-centric culture, you will work with a supportive team, leverage Salesforce, and participate in continuous training to advance your banking and customer service skills.

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.
• Excellent organizational skills with attention to detail and accuracy.
• Strong sales orientation with ability to balance multiple priorities, adapt, and work in a team environment.
• Ability to work intuitively and find creative solutions should any problems arise.
• High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
• Positive approach to interactions with customers and team members.
• Ability to work within normal office requirements, with long periods of standing and continuous customer support.
• Ability to lift and carry up to 50 pounds.
• Willingness and ability to work within a flexible work week, which may include weekends.

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 (including deposit and loan products), check cashing, balancing cash drawer, performing settlement procedures, and processing withdrawals and deposits for both consumer and business customers within established guidelines and authority.
• 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.
• Achieve individual and team sales and service goals; actively participate in sales promotions.
• Use a needs-based consultative approach to recommend products or services that will enhance and complement the customer's relationship.
• Answer both routine and complex questions concerning customer accounts, products, services, policies, and procedure; troubleshoot customer issues and provide follow-through to ensure resolution.
• Maintain a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
• Use knowledge, experience, and ability to demonstrate self-service channels to customers, including ATM, Online Banking, and Mobile Banking.
• Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
• Create and foster a fun, respectful work environment, in collaboration with Branch Manager.
• Represent Rockland Trust by establishing meaningful roots in the communities it serves.
• Adhere to operational, regulatory, and security policies and procedures while balancing customer relationships and risk of loss to the Bank.
• Assume responsibility for additional reporting duties and responsibilities as required.

Skills

Sales experience

Customer service

Notary Public

NMLS certification

Verbal and written communication

Education

Two year degree or equivalent

Tools

Microsoft Word

Excel

Job description

Rockland Trust is seeking a Banker to join our Retail Branch team in Lowell, MA. You will deliver exceptional customer service and expert financial guidance, opening and servicing accounts, processing transactions, and cross-selling bank products to deepen client relationships.

With a focus on community involvement and a people-centric culture, you will work with a supportive team, leverage Salesforce, and participate in continuous training to advance your banking and customer service skills.