Banking Consultant

Job Description: Banking Consultant

As a Relationship Banker at Rockland Trust, your key duty is to build and nurture lasting relationships that contribute to a dynamic banking experience for both clients and coworkers. Your tasks will include using your distinctive skills to expand relationships with our clientele, identifying their financial needs, processing transactions with efficiency, and recommending suitable products or services.

Through a genuine eagerness to connect with customers and a collaborative sales approach, you establish a lively and engaging environment by actively managing the lobby and engaging in customer dialogues. You serve as a dependable resource for clients and a passionate advocate for Rockland Trust, fostering strong relationships grounded in trust.

What You'll Experience:

• Emphasizing the importance of each relationship, we are resolute in our mission to forge a welcoming and equitable environment conducive to enabling everyone to prosper.
• Our unwavering pledge to community involvement drives us to provide help to those in need.
• Rewarding excellence: Our philosophy is centered around rewarding excellence and recognizing achievements.
• Training & development: Valuing the contribution of all team members to our vision, we prioritize their development by providing them with educational platforms and resources to skillfully navigate their career journeys.
• Our emphasis is on providing our employees with an all-encompassing benefits package and creating a setting that promotes a harmonious work-life balance. The benefits we offer encompass competitive compensation with bonuses tied to performance, health, dental, vision, and pet insurance, a 401k retirement plan, long-term disability and life insurance, childcare reimbursement, tuition assistance for graduate and undergraduate studies, an award-winning wellness program, and more.

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.

Rockland Trust has been dedicated to enhancing the neighborhoods we are a part of and cater to for more than 116 years. We offer a broad spectrum of financial services, such as banking, investment, and insurance options, to assist individuals and businesses in progressing towards their financial objectives. With an extensive presence boasting over 120 branches throughout Massachusetts, in addition to commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island, we are committed to fostering financial empowerment.

What You'll Do:

• Participate in consultative exchanges with valued customers to establish rapport and grow relationships, ensuring they have faith in your capacity to address their financial necessities.
• Enhance customer interactions and sales chances by working independently and as part of a team to identify solutions for customers' financial needs.
• Professionally manage typical customer transactions following specific guidelines and authorization levels, covering tasks such as check cashing, deposit acceptance, and withdrawal services for consumers and businesses.
• Deal with routine and more involved inquiries concerning customer accounts, products, services, guidelines, and procedures; resolve customer problems and ensure effective resolution.
• Inventive customer interaction points can be created through continuous digital outreach efforts to guarantee a harmonious customer experience throughout all available platforms, whether they are digital or traditional.
• Inspire branch employees to engage with target events by modeling enthusiasm and providing mentorship.
• Employ a needs-based consultative method to proactively cross-sell bank deposit and loan services to customers, whether they are existing or newly acquired.
• Harness the power of technology and internal and external digital channels to meet customer needs and grow customer connections.
• Utilize familiarity with regulations to evaluate loan requests, including Home Equity applications.
• Develop and uphold strong working relationships, with both customers and coworkers.
• Leverage Salesforce for communicating with customers, holding meaningful conversations, and maintaining follow-up processes.
• Team up with the Branch Manager to develop and sustain a culture centered on strong lobby management practices and dedicated customer outreach efforts, with the objective of enriching the customer experience inside and outside the branch.
• Balance the importance of customer relationships with the adherence to operational, regulatory, and security procedures to mitigate risks for the Bank.
• Take on more responsibilities as the situation demands.

Required Qualifications:

• A combination of a bachelor's qualification and 2-4 years of thriving in sales and service positions in retail, hospitality, or financial services is essential.
• Obtainment of NMLS certification and becoming a Notary Public are mandatory.
• Excellent verbal, written, and interpersonal communication proficiencies.
• Demonstrates expertise in Microsoft Word and Excel, skilled at operating a wide range of equipment and mobile devices effectively.
• Demonstrating excellent organizational capabilities, with a focus on accuracy and attention to detail.
• Displaying a strong sales-oriented outlook alongside the capability to handle multiple tasks simultaneously and adjusting tactics as required for different scenarios.
• The aptitude to work intuitively and develop creative solutions in the event of problems is important.
• Skillful at operating within standard office protocols, involving prolonged periods of standing inside and outside branch premises, while ensuring continuous customer communication.
• Skill in lifting and transferring items weighing a maximum of 50 pounds.
• Demonstrating an eagerness and proficiency in working within a fluid workweek, including weekends, in response to customer needs.
• Displaying the skill to competently finish our training course.

About:

Rockland Trust takes pride in its dedication to fostering meaningful relationships, evident in our commitment to maintaining a work environment that is both supportive and inclusive. As an employer, we uphold the principles of equality by offering all applicants a fair chance at employment opportunities, regardless of personal attributes or backgrounds. We are prepared to make accommodations that allow individuals with disabilities to effectively fulfill their roles within the organization.

Following your introduction to our work, we are excited to delve deeper into your background. Send in your application and collaborate with us in fostering resilient communities, one connection at a time.

Apply Now