Part Time Relationship Banker I Foxboro Branch

Rockland Trust•Foxborough, MA

8d•$24 - $28

About The Position

The Relationship Banker builds and fosters customer relationships while delivering an energetic banking experience to customers and colleagues. The role identifies financial needs, processes transactions, and recommends appropriate products and services. It involves consultative customer conversations, active lobby management, customer outreach across traditional and digital channels, and serving as a trusted advisor to customers. The Relationship Banker works independently and with branch colleagues to expand customer relationships and sales opportunities, provide accurate and professional service, resolve account issues, and follow operational, regulatory, and security policies. The role also supports branch sales activity and customer outreach in collaboration with the Branch Manager.

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, 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 work within normal office requirements, with 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 with a team to increase customer engagement and sales opportunities.
Accurately process consumer and business transactions, including check cashing, withdrawals, and deposits, within established guidelines and authority.
Answer routine and complex 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 sales excitement around target events and serve 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 internal and external digital channels and technology to serve customers and expand relationships.
Accept loan applications, including Home Equity applications, using knowledge of applicable laws and regulations.
Establish and maintain effective working relationships with customers and colleagues.
Use the Salesforce platform to document customer interactions, conversations, and follow-up.
Collaborate with the Branch Manager on lobby management and customer outreach to enhance the customer experience inside and outside the branch.
Follow operational, regulatory, and security policies and procedures while balancing customer relationships and the Bank’s risk of loss.
Assume additional duties and responsibilities as required.