Banking Services Associate

Job Description: Banking Services Associate

Rockland Trust expects its Banking Services Associates 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.

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:

• At the heart of our philosophy is the understanding that each relationship matters, reflecting our steadfast dedication to building a community of respect and support for all.
• Our focus on community commitment underscores our determination to help those facing challenges.
• Valuing teamwork: We emphasize the importance of valuing and recognizing the teamwork and contributions of all colleagues.
• Training & development: Esteeming all team members for their role in our collective future, we aim to support their success through educational opportunities and resources to enable them to navigate their career paths strategically.
• With our staff, we aim to offer an expansive benefits plan and foster an environment that encourages a healthy equilibrium between professional and personal life. Included in our benefits are a competitive salary structure with incentives tied to performance, insurances such as health, dental, vision, and pet insurance, a 401k retirement plan, long-term disability & life insurance, childcare assistance, tuition reimbursement for graduate and undergraduate courses, an award-winning wellness program, as well as a variety of other perks for our employees.

What You'll Do:

• Cultivate consultative discussions with esteemed customers to foster relationships and broaden connections, ensuring their reliance on you to identify the answers to their financial concerns.
• Maximize customer engagement and sales opportunities by working independently and collaboratively within a team to address customers' financial requirements effectively.
• 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.
• Assist with standard and complex inquiries on customer accounts, merchandise, amenities, guidelines, and practices; address customer difficulties and see them through to resolution.
• 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.
• Promote enthusiasm within the team for target events through mentorship and coaching of branch personnel.
• Engage customers through a consultative strategy to proactively recommend and sell bank deposit and loan services, tailored to their individual needs.
• Implement technology and various digital channels, internally and externally, to assist customers and enhance customer engagement.
• Apply legal knowledge to make informed decisions on loan applications, including those for Home Equity.
• Cultivate and sustain strong working alliances, with both clients and peers.
• Make the most of Salesforce for customer interactions, dialogues, and post-engagement communication.
• Collaborate with the Branch Manager to establish and uphold a culture that prioritizes efficient lobby management and engaging with customers to enhance their experience, both within the branch and in external settings.
• Ensure compliance with operational, regulatory, and security policies while managing customer relationships and minimizing risks for the Bank
• Be willing to shoulder extra duties and obligations as required.

Required Qualifications:

• A bachelor's degree or 2-4 years of proven experience in sales and service roles in retail, hospitality, or financial services are required.
• It is necessary to hold Notary Public status and be certified by NMLS.
• Strong communication skills demonstrated through verbal, written, and interpersonal interactions.
• Demonstrates expertise in Microsoft Word and Excel, skilled at operating a wide range of equipment and mobile devices effectively.
• Possessing top-notch organizational skills, with a strong emphasis on precision 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.
• The skill to operate with intuition and formulate creative solutions when obstacles arise is advantageous.
• Skilled in managing standard office tasks, which include extended durations of standing within branch facilities, both indoors and outdoors, all while maintaining continuous customer engagement.
• Proficient in the lifting and transportation of items up to 50 pounds.
• Displaying a readiness and capability to work within a dynamic workweek, which might require weekends, in line with customer needs.
• Illustrating the skill to successfully conclude 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.

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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