Rockland Trust expects its Relationship Bankers to focus on creating and maintaining strong connections that enhance the banking experience for customers and team members. In this role, you will apply your specific abilities to cultivate relationships with our client base, address their financial requirements, execute transactions effectively, and propose relevant products or services.
By embodying a sincere passion for engaging customers and a team-oriented sales persona, you deliver a spirited and uplifting experience by actively managing the lobby and conversing with customers. You act as a trusted consultant for clients and a dedicated ambassador for Rockland Trust, nurturing meaningful relationships that build trust.
What You'll Experience:
Central to our values is the belief that all relationships are valuable, as we endeavor to establish a culture of respect and inclusiveness that paves the way for universal achievement.
We are steadfast in our dedication to supporting communities and assisting those who require aid.
Recognition of merit: We advocate for the recognition of merit and efforts from all team members.
Training & development: Recognizing the significance of our employees in driving our organizational success, we are dedicated to investing in their growth through educational offerings and tools to assist them in navigating their career paths proficiently.
We strive to deliver a broad benefits package to our team members and cultivate an environment that backs a healthy work-life balance. Our benefits consist of competitive pay combined with performance-based bonuses, as well as various insurances like health, dental, vision, and pet insurance. Additionally, we provide a 401k retirement plan, long-term disability coverage, life insurance, childcare reimbursement, tuition assistance for graduate and undergraduate programs, an acclaimed wellness program, and several other benefits.
Who We Are:
At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they're empowered to make a difference for our customers and communities. As one of The Boston Globe's "Top Places to Work" for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we've built a workplace that enhances our colleagues' lifestyle and inspires them to reach their full potential.
For over 116 years, we have been deeply committed to enriching the localities we reside in and support. Rockland Trust provides a comprehensive suite of financial services, including banking, investment, and insurance solutions, to aid individuals and businesses in achieving their financial goals. With a wide network spanning more than 120 branches across Massachusetts and various commercial banking, investment management offices, and residential lending centers in Massachusetts and Rhode Island, our goal is to empower our clients financially.
What You'll Do:
Engage in consultative discussions with valued clients to establish trust and expand relationships, ensuring they rely on you to find solutions for their financial needs.
Work independently and alongside team members to ensure high levels of customer engagement and capitalize on sales opportunities, while also finding innovative financial solutions for customers.
Perform standard customer transactions accurately and in a professional manner under predefined rules and authorizations, which involve tasks like check cashing, deposit processing, and withdrawal facilitation for personal and business clients.
Assist with standard and complex inquiries on customer accounts, merchandise, amenities, guidelines, and practices; address customer difficulties and see them through to resolution.
Create innovative customer connections by initiating daily digital communications to ensure a cohesive customer journey across all platforms, traditional or digital.
Generate a sense of anticipation and energy among staff for upcoming events by acting as a mentor and coach.
Use a customer-centric approach to proactively offer and cross-sell bank deposit and loan products and services to both new and established clients.
Use technology effectively, combined with internal and external digital channels, to attend to customers and advance customer relationships.
Make decisions on loan applications, including Home Equity, based on adherence to laws and regulations.
Build and maintain effective rapport, with both clients and colleagues.
Utilize Salesforce to facilitate customer interactions, dialogues, and follow-up actions effectively.
Assist the Branch Manager in creating and maintaining a culture that promotes effective lobby management and proactive customer engagement, seeking to improve the overall customer experience within and outside the branch.
Follow operational, regulatory, and security procedures diligently while managing customer interactions to mitigate risks to the Bank.
Be willing to shoulder extra duties and obligations as required.
Required Qualifications:
Proficiency in sales and service gained through 2-4 years of experience in sectors like retail, hospitality, or financial services or a bachelor's degree is a prerequisite.
Being NMLS certified and a Notary Public is a must.
Exceptional communication aptitude across verbal, written, and interpersonal channels.
Well-versed in Microsoft Word and Excel, with the ability to navigate through different types of equipment and mobile devices.
Possessing top-notch organizational skills, with a strong emphasis on precision and attention to detail.
Exhibiting a resilient sales orientation paired with the skill to prioritize tasks effectively and customize strategies to suit diverse situations.
Having the ability to work intuitively and devise inventive solutions when faced with challenges is valuable.
Adept at fulfilling customary office requirements, including extended periods of standing in both indoor and outdoor branch environments, while maintaining ongoing customer interactions.
Competence in bearing and moving objects that are 50 pounds or less in weight.
Displaying a willingness and capability to adjust to a flexible work schedule that may entail weekends, as dictated by customer demands.
Proving competence in successfully concluding our training program.
About:
The core value that drives Rockland Trust is the recognition of the significance of every relationship, which permeates through a workplace culture that prioritizes respect and inclusivity. Our stance as an equal opportunity employer ensures that every candidate is considered fairly without bias based on factors such as race, gender, or disability. Upholding this commitment includes making reasonable modifications to enable individuals with disabilities to carry out their essential job duties effectively.
Having provided an overview of our initiatives, we are enthusiastic to learn more about you. Share your application and assist us in fortifying communities, one relationship at a time.
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