Banker I Westford Branch

Rockland Trust Company•Westford, MA

1d•Onsite

About The Position

The Banker I supports customer relationship development and transaction processing in a retail branch, helping the bank meet its sales and service goals. The role provides customer service and financial guidance, processes routine banking transactions and account applications, identifies opportunities to deepen customer relationships, and makes referrals to relevant business partners. Bankers use a needs-based consultative approach, maintain product knowledge, demonstrate self-service banking channels, and resolve customer questions and issues. The position also requires adherence to operational, regulatory, and security procedures, participation in sales activities and training, and contributions to a respectful and positive branch environment and the surrounding community.

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, attention to detail, and accuracy.
Strong sales orientation and ability to balance multiple priorities, adapt, and work as part of a team.
Ability to work intuitively and find creative solutions to problems.
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.

Responsibilities

Support customer relationship development and transaction processing to help meet the bank’s sales and service goals.
Process day-to-day customer transactions accurately and efficiently, including opening deposit and loan accounts, check cashing, cash-drawer balancing, settlement procedures, withdrawals, and deposits for consumer and business customers.
Proactively cross-sell bank products and services using available tools and tracking systems.
Make qualified referrals to business partners in investments, mortgages, cash management, and other areas.
Complete home equity applications with customers, communicate and follow up on 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 complement customer relationships.
Answer routine and complex questions about accounts, products, services, policies, and procedures; troubleshoot issues and follow through to resolution.
Maintain product knowledge by completing training within required timeframes.
Demonstrate ATM, Online Banking, and Mobile Banking self-service channels to customers.
Use Salesforce to document customer interactions and conversations and manage follow-up.
Collaborate with the Branch Manager to foster a fun and respectful work environment.
Represent Rockland Trust in the communities it serves and establish meaningful community roots.
Follow operational, regulatory, and security policies and procedures while balancing customer relationships and risk to the bank.
Assume additional reporting duties and responsibilities as required.
Complete required onboarding, job-specific, compliance, regulatory, operational, and continuing education training within established timeframes.