Relationship Banker I Westborough Branch

Rockland Trust•Westboro, MO

8h•$24 - $28

About The Position

As a Relationship Banker at Rockland Trust, you build and foster strong customer relationships while delivering an energetic banking experience to customers and colleagues. You identify customers’ financial needs, process transactions efficiently, and recommend appropriate products and services. The role involves consultative customer conversations, active lobby management, digital outreach, customer service, and sales across deposit and loan products. You serve as a trusted advisor and represent Rockland Trust while developing relationships that foster customer trust. The position works independently and collaboratively with branch colleagues and the Branch Manager to increase customer engagement, support sales opportunities, and maintain strong outreach and lobby-management practices. It also requires handling customer transactions and inquiries accurately, resolving issues, using Salesforce for customer interactions and follow-up, and adhering to operational, regulatory, and security requirements. The job may include working a flexible week, including weekends as customer needs dictate, and requires extended standing, continuous customer contact, and lifting and carrying up to 50 pounds.

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, with the 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 approach to different situations.
Ability to work intuitively and find creative solutions to problems.
Ability to work within 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.

Responsibilities

Engage customers in consultative conversations to build rapport, expand relationships, and identify solutions to their financial needs.
Work independently and as part of a team to maximize customer engagement and sales opportunities.
Accurately and professionally process customer transactions, including check cashing, withdrawals, and deposits for consumer and business customers.
Answer routine and complex questions about customer accounts, products, services, policies, and procedures; troubleshoot issues and follow through to resolution.
Create customer touchpoints through daily digital outreach and deliver a cohesive experience across traditional and digital platforms.
Promote target events and act as a role model, coach, and mentor to branch staff.
Proactively cross-sell deposit and loan products and services to new and existing customers using a needs-based consultative approach.
Use technology and internal and external digital channels to serve customers and expand relationships.
Use knowledge of laws and regulations to accept loan applications, including Home Equity applications.
Establish and maintain effective working relationships with customers and colleagues.
Use the Salesforce platform for customer interactions, conversations, and follow-up.
Collaborate with the Branch Manager to develop and maintain strong lobby management and customer outreach that enhance the customer 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.
Perform additional duties and responsibilities as required.
Complete required onboarding, job-specific, compliance, regulatory, operational, and continuing education training within established timeframes.