Relationship Banker I Burlington Branch

Rockland Trust•Burlington, MA

14h•$24 - $28

About The Position

Rockland Trust is seeking a Relationship Banker to build and foster customer relationships while delivering an energetic banking experience. The role involves identifying customers’ financial needs, processing transactions, providing information and resolving issues, and recommending appropriate banking products and services. The Relationship Banker serves as a trusted advisor and represents Rockland Trust through customer conversations, lobby management, outreach, and service across traditional and digital channels. The position works independently and collaboratively with branch colleagues and the Branch Manager, while following operational, regulatory, and security requirements.

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 within established timeframes.

Responsibilities

Engage customers in consultative conversations, build rapport, and identify solutions to their financial needs.
Work independently and as part of a team to increase customer engagement and sales opportunities.
Accurately process consumer and business customer 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 act 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 the Salesforce platform to document customer interactions and conversations and manage 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 with the Bank’s risk of loss.
Assume additional duties and responsibilities as required.