Banker I Lowell Merrimack St Branch

Rockland Trust Company•Lowell, MA

6d•Onsite

About The Position

As a Banker at Rockland Trust, you work in a retail branch providing customer service and financial guidance. You help customers meet their financial needs, build lasting relationships, and connect with relevant banking products and services. The role offers an opportunity to develop banking and customer service skills while contributing to branch sales and service goals and strengthening ties with the community. The position involves processing customer transactions and accounts, identifying customer needs, making referrals, and supporting home equity applications. Bankers are expected to maintain product knowledge, use customer interaction and follow-up tools, support self-service banking options, and follow operational, regulatory, and security procedures. The role requires customer-facing work, including long periods of standing and continuous customer support, and may include weekend work according to customer needs.

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 onboarding, job-specific, compliance, regulatory, operational, and continuing education 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 the bank meet sales and service goals.
Accurately and efficiently process day-to-day customer transactions, including opening and processing 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 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 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 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 participating in offered training and completing required training within set timeframes.
Demonstrate self-service channels, including ATM, Online Banking, and Mobile Banking, to customers.
Use Salesforce for customer interactions, conversations, and follow-up.
Help foster a fun and respectful work environment in collaboration with the Branch Manager.
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 risk to the bank.
Take on additional reporting duties and responsibilities as required.

Benefits

Competitive compensation with performance incentive awards or performance-based incentive awards.
Health insurance.
Dental insurance.
Vision insurance.
Pet insurance.
401(k) retirement plan and DC retirement plan.
Long-term disability insurance.
Life insurance.
Child care or day care reimbursement.
Tuition assistance for undergraduate and graduate programs.
Award-winning wellness program.
Paid vacation.
Additional benefits are referenced but not specified.