Relationship Banker I Westborough Branch

Rockland Trust Company•Westboro, MA

1d•Onsite

About The Position

Rockland Trust is hiring a Relationship Banker I for its Westborough branch. The banker builds customer relationships and delivers an energetic banking experience by identifying financial needs, processing transactions, and recommending appropriate products and services. The role uses consultative conversations, active lobby management, customer outreach, and digital channels to provide cohesive service and expand customer relationships. It also supports branch sales efforts, handles customer questions and issues, and follows operational, regulatory, and security requirements while balancing customer service with risk management. The position works independently and collaboratively with branch colleagues and the Branch Manager. The banker uses Salesforce to document customer interactions and follow up, and accepts loan applications, including Home Equity applications, in accordance with applicable laws and regulations. The role may include additional duties as required and requires flexibility to work a schedule that may include weekends based on customer needs.

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 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.
Ability to complete required onboarding, job-specific, compliance, regulatory, operational, and continuing education training programs within established timeframes.

Responsibilities

Build rapport with customers through consultative conversations, identify their financial needs, and develop trusted relationships.
Work independently and as part of a team to maximize customer engagement and sales opportunities and find solutions to customers’ financial needs.
Accurately and professionally process customer transactions, including check cashing, withdrawals, and deposits for consumer and business customers.
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 deliver a cohesive experience across traditional and digital platforms.
Support target-event sales efforts by serving as a role model, coach, and mentor to branch staff.
Proactively cross-sell deposit and loan products and services to existing and new customers 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, using knowledge of 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 to maintain strong lobby management and customer outreach efforts 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.