Regional Relationship Banker I Milford South/Foxboro Area

Rockland Trust • Milford, MA

414d

About The Position

The Regional Relationship Banker I at Rockland Trust is responsible for building and nurturing strong relationships with customers to provide an energetic banking experience. This role involves identifying financial needs, processing transactions, and offering appropriate banking products and services. The banker acts as a trusted advisor, engaging customers through active management of the lobby and fostering a positive environment for both customers and colleagues.

Requirements

• Bachelor's degree and/or 2-4 years of successful experience in a sales and service environment such as retail, hospitality, or financial services.
• Must be or be a Notary Public and NMLS certified.
• Outstanding verbal, written, and interpersonal communication skills.
• Proficient in Microsoft Word and Excel with ability to operate a wide variety of equipment and mobile devices.
• Excellent organizational skills, with attention to detail and accuracy.
• Strong sales orientation with ability to balance multiple priorities and adapt approach as needed.
• Ability to work intuitively and find creative solutions to problems.
• Ability to work within normal office requirements, with long periods of standing and continuous customer contact.
• Ability to lift and carry up to 50 pounds.
• Willingness and ability to work within a flexible work week, which may include weekends.
• Ability to successfully complete the training program.

Responsibilities

• Engage in consultative conversations with valued customers to build rapport and expand relationships.
• Work both independently and as part of a team to maximize customer engagement and sales opportunities.
• Accurately and professionally process all traditional customer transactions within established guidelines.
• Answer routine and complex questions on customer accounts, products, services, policies, and procedures.
• Create innovative customer touch points through daily digital outreach and deliver a cohesive customer experience.
• Generate sales excitement around target events by acting as a role model, coach, and mentor to branch staff.
• Proactively cross-sell bank deposit and loan products and services using a needs-based consultative approach.
• Leverage technology and digital channels to service customers and expand relationships.
• Use knowledge of laws and regulations to accept loan applications, including Home Equity.
• Establish and maintain effective working relationships with customers and colleagues.
• Utilize the Salesforce platform for customer interactions and follow-up.
• Collaborate with Branch Manager to enhance customer experience through strong lobby management and outreach efforts.
• Understand and adhere to operational, regulatory, and security policies and procedures while balancing customer relationships and risk.
• Assume responsibility for additional duties as required.

Benefits

• Competitive compensation with performance incentive awards
• Health Insurance
• Dental Insurance
• Vision Insurance
• Pet Insurance
• 401K retirement plan
• Long Term Disability & Life Insurance
• Child Care Reimbursement
• Tuition Assistance for graduate and undergraduate programs
• Award-winning wellness program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 101-250 employees