Banker I Westford Branch

Rockland Trust•Westford, MA

1d•$22 - $25•Onsite

About The Position

The Banker I works in a Rockland Trust retail branch, delivering customer service and financial guidance while supporting customer relationship development and the bank’s sales and service goals. The role handles everyday banking transactions, assists customers with account and product questions, identifies opportunities to deepen relationships, and makes qualified referrals to business partners. Bankers use a needs-based consultative approach and demonstrate the bank’s self-service channels to customers. The position also involves completing home equity applications, maintaining product knowledge through required training, using Salesforce to document interactions and follow up, and adhering to operational, regulatory, and security procedures. Bankers help foster a positive branch work environment and represent Rockland Trust in the communities it serves. The role requires a flexible work week that may include weekends, long periods of standing, continuous customer support, and lifting and carrying up to 50 pounds.

Requirements

Two-year degree or equivalent job experience.
At least one year of 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.
Proficiency in Microsoft Word and Excel and 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 and ability to balance multiple priorities, adapt, and work in a team environment.
Ability to work intuitively and find creative solutions to problems.
High degree of professionalism and ability to demonstrate tact and diplomacy.
Positive approach to interactions with customers and team members.
Ability to work within normal office requirements, including long periods of standing and continuous customer support.
Ability to lift and carry up to 50 pounds.
Willingness and ability to work a flexible work week, which may include weekends, as customer needs dictate.
Ability to complete required training programs within established timeframes.

Nice To Haves

Two to four years of teller experience preferred.

Responsibilities

Support customer relationship development and transaction processing to help meet sales and service goals.
Open and process deposit and loan accounts; cash checks; balance cash drawers; perform settlement procedures; and process customer withdrawals and deposits within established guidelines and authority.
Proactively cross-sell bank products and services to existing and new customers using available tools and tracking systems.
Make qualified referrals to business partners in investments, mortgage, cash management, and other areas.
Complete home equity applications with customers, communicate and follow up on application requirements, and complete the closing process.
Achieve individual and team sales and service goals and participate in sales promotions.
Use a needs-based consultative approach to recommend products and services that enhance customer relationships.
Answer routine and complex questions about customer accounts, products, services, policies, and procedures; troubleshoot issues and follow through to resolution.
Maintain product knowledge by attending offered trainings and completing required training within established timeframes.
Demonstrate self-service channels, including ATM, Online Banking, and Mobile Banking.
Use Salesforce for customer interactions, conversations, and follow-up.
Collaborate with the Branch Manager to create and foster a fun, respectful work environment.
Represent Rockland Trust by establishing meaningful roots in the communities it serves.
Follow operational, regulatory, and security policies and procedures while balancing customer relationships and the risk of loss to the bank.
Assume additional reporting duties and responsibilities as required.
Complete required onboarding, job-specific, compliance, regulatory, operational, and continuing education training programs within established timeframes.