Relationship Banker I East Boston 856 Bennington Branch

Rockland Trust•Boston, MA

1d•$24 - $28

About The Position

Rockland Trust is seeking a Relationship Banker I to build and foster customer relationships while delivering an energetic banking experience. The banker identifies customers’ financial needs, processes transactions, and recommends appropriate products and services. Through active lobby management, customer conversations, and digital outreach, the banker serves as a trusted advisor and helps customers find solutions to their financial needs. This role combines customer service, sales, transaction processing, and relationship development. The banker works independently and with branch colleagues, handles customer questions and issues, cross-sells deposit and loan products, accepts loan applications, and uses Salesforce and other digital channels for customer interactions and follow-up. The role also supports branch sales events and works with the Branch Manager to strengthen lobby management and customer outreach. The position requires a bachelor’s degree and/or 2–4 years of successful experience in a sales and service environment, as well as becoming a Notary Public and NMLS certified. It involves extended periods of standing, continuous customer contact, lifting and carrying up to 50 pounds, and a flexible work week that may include weekends as customer needs dictate.

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 become a Notary Public and NMLS certified.
Outstanding verbal, written, and interpersonal communication skills.
Proficiency in Microsoft Word and Excel and ability to operate a wide variety of equipment and mobile devices.
Excellent organizational skills, with attention to detail and accuracy.
Strong sales orientation and ability to balance multiple priorities and adapt approaches to different situations.
Ability to work intuitively and find creative solutions to problems.
Ability to meet normal office requirements, including long periods of standing inside and outside a branch and continuous customer contact.
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 within established timeframes.

Responsibilities

Engage customers in consultative conversations to build rapport, expand relationships, and identify financial solutions.
Work independently and as part of a team to maximize customer engagement and sales opportunities.
Accurately process customer transactions, including check cashing, withdrawals, and deposits for consumer and business customers.
Answer questions about accounts, products, services, policies, and procedures; troubleshoot issues and follow through to resolution.
Create customer touch points through daily digital outreach and provide a cohesive experience across traditional and digital platforms.
Generate excitement around target sales events and act as a role model, coach, and mentor to branch staff.
Proactively cross-sell deposit and loan products and services using a needs-based consultative approach.
Use technology and internal and external digital channels to serve customers and expand relationships.
Accept loan applications, including Home Equity applications, in accordance with applicable laws and regulations.
Establish and maintain effective working relationships with customers and colleagues.
Use Salesforce for customer interactions, conversations, and follow-up.
Collaborate with the Branch Manager on lobby management and customer outreach to improve the experience inside and outside the branch.
Follow operational, regulatory, and security policies and procedures while balancing customer relationships with the Bank’s risk of loss.
Assume additional duties and responsibilities as required.