Banker I Everett Branch

Rockland Trust Company•Everett, MA

11d•Onsite

About The Position

Rockland Trust is hiring a Banker I for its Everett branch. In this retail branch role, the Banker provides customer service and financial guidance, processes transactions, and develops customer relationships. The position offers an opportunity to build banking and customer service skills while contributing to the bank’s sales and service goals and supporting the communities it serves. The Banker handles a broad range of customer transactions and account needs, recommends relevant products and services using a consultative, needs-based approach, and makes qualified referrals to business partners. The role also includes completing home equity application and closing processes, resolving customer questions and issues, demonstrating self-service banking channels, and using Salesforce to document customer interactions and follow-up. The Banker is expected to maintain product knowledge, meet training requirements, follow operational and regulatory procedures, and help foster a respectful and positive branch environment. Rockland Trust describes its culture as collaborative, inclusive, and values-driven, with an emphasis on community involvement, professional development, and work-life balance. Benefits include health, dental, vision, and pet insurance; a 401(k) retirement plan; long-term disability and life insurance; child care reimbursement; tuition assistance; and a wellness program. The role may include performance-based incentive awards.

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.
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 successfully complete required onboarding, job-specific, compliance, regulatory, operational, and continuing education 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 bank sales and service goals.
Process customer transactions accurately and efficiently, including opening deposit and loan accounts, check cashing, balancing the cash drawer, 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, 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 accounts, products, services, policies, and procedures; troubleshoot issues and follow through to resolution.
Maintain product knowledge by attending trainings and completing required training within established timeframes.
Demonstrate ATM, Online Banking, and Mobile Banking self-service channels to customers.
Use Salesforce to record customer interactions, conversations, and follow-up.
Collaborate with the Branch Manager to foster a fun and 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 bank’s risk of loss.
Assume additional reporting duties and responsibilities as required.