Banker I Lowell Merrimack St Branch

Rockland Trust•Lowell, MA

7d•$22 - $25•Onsite

About The Position

The Banker works in a Rockland Trust retail branch, providing customer service and financial guidance while supporting customer relationship development and the bank’s sales and service goals. The role handles routine and complex customer questions, identifies customer needs, recommends products and services, and ensures issues receive appropriate follow-up. Bankers also process a range of consumer and business transactions and accounts, complete home equity applications and closings, and make qualified referrals to business partners. The position involves using customer interaction and follow-up tools, maintaining product knowledge through required training, demonstrating self-service banking channels, and adhering to operational, regulatory, and security procedures. Bankers contribute to a respectful team environment and represent the bank in the communities it serves.

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 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 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 the bank meet sales and service goals.
Process customer accounts and 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 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 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 attending available training and completing required training within established timeframes.
Demonstrate self-service channels to customers, including ATM, Online Banking, and Mobile Banking.
Use the Salesforce platform for customer interactions, conversations, and follow-up.
Help create and foster a fun, respectful work environment in collaboration with the Branch Manager.
Establish meaningful roots in the communities served by Rockland Trust.
Follow operational, regulatory, and security policies and procedures while balancing customer relationships with the bank’s risk of loss.
Assume additional reporting duties and responsibilities as required.