Private Banker

Job Description: Private Banker

The position of Relationship Banker at Rockland Trust is centered around fostering enduring connections that enhance the banking experience for customers and colleagues. Each day, you will utilize your unique skills to strengthen relationships with our clientele, understand their financial needs, process transactions efficiently, and recommend appropriate products or services.

With an authentic enthusiasm for interacting with customers and a cooperative sales attitude, you create a vibrant and dynamic atmosphere by effectively overseeing the lobby and engaging in customer interactions. You serve as a reliable advisor for clients and a committed advocate for Rockland Trust, fostering enduring relationships based on trust.

What You'll Experience:

• Our firm belief in the significance of meaningful relationships drives us to create an environment that champions respect and diversity, ensuring that everyone has the opportunity to excel.
• Providing assistance to individuals in need is a key aspect of our commitment to community welfare.
• Acknowledgment and appreciation: We stand behind the practice of acknowledging and appreciating the contributions of every colleague.
• Training & development: With a strong belief in the importance of every team member in our future endeavors, we are committed to fostering their success through educational programs and resources to guide them in shaping their career paths.
• Our mission is to provide our coworkers with an extensive benefits package and establish an atmosphere that supports a well-rounded work-life balance. Our benefits entail competitive compensation coupled with performance-driven rewards, along with various insurances including health, dental, vision, and pet insurance. Furthermore, we offer a 401k retirement plan, long-term disability and life insurance coverage, childcare reimbursement, tuition aid for graduate and undergraduate programs, a distinguished wellness initiative, and numerous other perks.

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.

With a history of over 116 years, our primary focus has been on strengthening the communities we operate in and serve. Rockland Trust offers a diverse range of financial services, comprising banking, investment, and insurance solutions, to help individuals and businesses pursue their financial objectives. With a significant presence of over 120 branches across Massachusetts, as well as commercial banking operations, investment management offices, and residential lending centers in Massachusetts and Rhode Island, we are dedicated to guiding our customers towards financial success.

What You'll Do:

• Converse with important customers in a consultative manner to build trust and enhance relationships, making sure they have confidence in your ability to cater to their financial requirements.
• Efficiently balance independent work and teamwork to drive customer engagement and sales results, as well as to fulfill customers' financial needs.
• Diligently process routine customer transactions in accordance with established regulations and permissions, encompassing responsibilities like cashing checks, accepting deposits, and facilitating withdrawals for individual and corporate customers.
• Attend to routine and advanced questions regarding customer accounts, products, services, policies, and procedures; investigate and resolve customer concerns to guarantee satisfaction.
• Introduce novel ways to engage with customers through consistent digital outreach and deliver a seamless customer experience that is unified across all platforms, regardless of their nature.
• Cultivate a buzz around key events by mentoring, coaching, and setting a positive example for branch staff.
• Employ a consultative sales technique to actively promote and cross-sell bank deposit and loan solutions to both existing customers and prospects.
• Make use of technology and both internal and external digital avenues to serve customers and extend customer partnerships.
• Use understanding of legal constraints to accept loan applications, including those for Home Equity.
• Create and sustain functional working partnerships, with both customers and peers.
• Employ Salesforce for engaging in customer interactions, meaningful conversations, and subsequent communications.
• Support the Branch Manager in building and preserving a culture that promotes excellent lobby management and enthusiastic customer outreach endeavors, with the intention of enhancing the customer experience in all interactions related to the branch.
• Ensure compliance with operational, regulatory, and security policies while managing customer relationships and minimizing risks for the Bank.
• Embrace additional tasks and responsibilities as needed.

Required Qualifications:

• A bachelor's degree or a successful track record of 2-4 years in sales and service roles within retail, hospitality, or financial services is mandatory.
• Attaining NMLS certification and becoming a Notary Public are essential.
• Proficient in verbal, written, and interpersonal communication.
• Has a strong command of Microsoft Word and Excel, with the skill to operate various equipment and mobile devices proficiently.
• Adept at organization, showing a strong commitment to accuracy and attention to detail.
• Having a robust emphasis on sales coupled with the ability to manage multiple tasks proficiently and tailor approaches to meet the demands of various situations.
• Capacity to work intuitively and find innovative solutions when problems occur is a valuable trait.
• Competent in performing within regular office expectations, encompassing prolonged standing periods within branch locations, both indoors and outdoors, and maintaining consistent customer contact.
• Able to lift and transport loads up to 50 pounds in weight.
• Having the readiness and capacity to engage in a flexible workweek, such as weekends, to meet the needs of customers.
• Evidencing the ability to proficiently complete our training regimen.

About:

At Rockland Trust, the guiding principle revolves around acknowledging the value of each relationship, which underpins a culture of respect and diversity in the workplace. We are committed to upholding equal opportunities for all applicants, irrespective of characteristics protected by law, such as race, religion, or gender. Additionally, we are prepared to make accommodations to support individuals with disabilities in performing their essential job functions.

Now that you are familiar with our mission, we are curious to know more about your aspirations. Submit your application and support us in enriching communities, one connection at a time.

Apply Now