Client Services Banker

Job Description: Client Services Banker

At Rockland Trust, the role of a Client Services Banker emphasizes the importance of establishing and nurturing robust relationships to provide a vibrant banking experience for customers and colleagues. Your daily responsibilities will involve leveraging your unique skill set to enhance connections with our clients, identifying their financial needs, processing transactions promptly, and suggesting appropriate 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:

• Recognizing the importance of every relationship, we are fully dedicated to fostering a culture of respect and inclusivity that supports the success of all individuals.
• Upholding our commitment to community service, we strive to assist individuals facing difficulties.
• Valuing teamwork: We emphasize the importance of valuing and recognizing the teamwork and contributions of all colleagues.
• Training & development: Acknowledging the vital importance of every employee in shaping our future direction, we prioritize their development by offering educational support and resources to enable them to skillfully navigate their career pathways.
• We are committed to offering our colleagues an all-encompassing benefits package and fostering a workplace environment that supports a healthy equilibrium between professional and personal commitments. Our benefits consist of a competitive compensation structure with performance-linked incentives, as well as insurances covering health, dental, vision, and pet care. Moreover, we provide a 401k retirement plan, long-term disability & life insurance coverage, childcare reimbursement, tuition assistance for graduate and undergraduate programs, a renowned wellness program, and numerous other perks.

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.
• Collaborate with a team and work autonomously to enhance customer interaction and boost sales potential while also addressing customer financial requirements creatively.
• Execute traditional customer transactions in a precise and business-like manner, adhering to established procedures and limits, which may include check cashing, deposit handling, and withdrawal processing for both personal and business accounts.
• Handle both basic and intricate questions related to customer accounts, items, services, protocols, and guidelines; actively work towards resolving customer issues and ensuring satisfaction.
• 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.
• Generate a sense of anticipation and energy among staff for upcoming events by acting as a mentor and coach.
• Employ a consultative sales technique to actively promote and cross-sell bank deposit and loan solutions to both existing customers and prospects.
• Utilize technology and digital channels, both internal and external, to meet customer demands and enhance customer relationships.
• Leverage comprehension of laws and guidelines to process loan applications, such as for Home Equity.
• Cultivate and sustain strong working alliances, with both clients and peers.
• Leverage Salesforce for facilitating customer interactions, dialogues, and follow-up procedures efficiently.
• Partner with the Branch Manager to cultivate and sustain a culture focused on effective lobby management and active customer outreach initiatives, with the goal of elevating customer satisfaction within and beyond the branch setting.
• Manage customer relationships effectively while adhering to operational, regulatory, and security policies to minimize risks to the Bank
• Accept further obligations and roles as necessary.

Required Qualifications:

• A sales and service background in retail, hospitality, or financial services, along with a bachelor's degree or equivalent experience of 2-4 years, is necessary.
• It is necessary to hold Notary Public status and be certified by NMLS.
• Exceptional abilities in communicating verbally, in writing, and through interpersonal interactions.
• Possesses proficiency in Microsoft Word and Excel, with the capability to handle an array of devices and equipment.
• Proficient in organization, displaying a keen eye for detail and precision.
• Displaying a strong sales-oriented outlook alongside the capability to handle multiple tasks simultaneously and adjusting tactics as required for different scenarios.
• Having the ability to work intuitively and devise inventive solutions when faced with challenges is valuable.
• Competent in performing within regular office expectations, encompassing prolonged standing periods within branch locations, both indoors and outdoors, and maintaining consistent customer contact.
• Demonstrated ability to carry and handle items weighing up to 50 pounds.
• Showing an openness and ability to adhere to an adaptable workweek, including weekends, as guided by customer requirements.
• Illustrating the skill to successfully conclude our training regimen.

About:

Rockland Trust is the Bank Where Each Relationship Matters. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

After introducing ourselves, we are eager to learn about your interests. Send us your application and be part of our mission to empower communities, one relationship at a time.

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