Banking Specialist

Job Description: Banking Specialist

In your capacity as a Banking Specialist at Rockland Trust, you will focus on nurturing and strengthening relationships to create a dynamic banking environment that benefits customers and coworkers alike. Day to day, you will leverage your individual talents to develop connections with our customer base, understand their financial needs, facilitate transactions efficiently, and propose relevant products and services.

By demonstrating an authentic commitment to interacting with clients and a supportive sales demeanor, you create a vibrant and positive environment by proactively managing the lobby and participating in customer discussions. You act as a dependable consultant for customers and a dedicated supporter of Rockland Trust, nurturing solid relationships founded on trust.

What You'll Experience:

• Our dedication to meaningful connections underscores our commitment to establishing a supportive and diverse atmosphere that empowers individuals to thrive.
• We prioritize our commitment to communities and are dedicated to aiding those who require support.
• Appreciating efforts: We hold the belief that all staff members should be appreciated for their hard work.
• Training & development: Emphasizing the value of every staff member to our long-term goals, we are committed to their prosperity by offering learning opportunities and support systems to help them steer their career trajectories with confidence.
• We aim to provide our staff members with a comprehensive benefits package and foster an environment that encourages a well-rounded work-life balance. Our benefits feature a competitive salary structure complemented by performance-based incentives, as well as a range of insurances like health, dental, vision, and pet insurance. Moreover, we offer a 401k retirement plan, long-term disability protection, life insurance coverage, childcare reimbursement, tuition assistance for both graduate and undergraduate programs, an award-winning wellness initiative, and a variety of other benefits.

Who We Are:

Rockland Trust believes in the importance of creating a workplace that supports both personal and professional growth. By nurturing a culture where employees feel valued and supported, we enable them to deliver exceptional service to our customers and communities. Recognized as one of The Boston Globe's Top Places to Work for fourteen consecutive years, we strive to go beyond just hiring talent. Through providing competitive perks, meaningful learning opportunities, and fostering a collaborative and inclusive atmosphere, we have developed a workplace that elevates the lifestyle of our employees and encourages them to realize their full capabilities.

Having served the community for over 116 years, Rockland Trust remains dedicated to fortifying the areas we call home. Through a comprehensive selection of banking, investment, and insurance services, we aid individuals and businesses in pursuing their financial aspirations. With a wide-reaching presence encompassing more than 120 branches across Massachusetts and various commercial banking, investment management locations, and residential lending centers throughout Massachusetts and Rhode Island, we are committed to assisting our customers in their financial journeys.

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.
• Engage in both individual tasks and team projects to optimize customer involvement and increase sales prospects, as well as to identify financial solutions for customer needs.
• 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.
• Respond to regular and complex queries about customer profiles, merchandise, amenities, regulations, and processes; resolve customer concerns and ensure they are fully resolved.
• Establish fresh methods to engage customers through regular digital interactions and maintain a unified customer experience across all types of platforms, be it online or traditional.
• Foster motivation among branch staff for targeted events through leading by example and offering guidance.
• Engage in proactive cross-selling of bank deposit and loan options to new and existing clients using a consultative strategy based on their individual requirements.
• Employ digital tools and various channels, both inside and outside the organization, to support customers and broaden customer engagements.
• Apply laws and regulations to approve loan applications, including those for Home Equity.
• Cultivate and sustain successful professional bonds, with both customers and peers.
• Make use of Salesforce for customer engagements, dialogues, and post-interaction follow-ups.
• Partner with the Branch Manager to establish and nurture a culture focused on robust lobby management and active customer outreach initiatives, with the aim of elevating customer satisfaction within and outside the branch environment.
• Maintain a balance between customer satisfaction and adherence to operational, regulatory, and security policies to mitigate risks to the Bank.
• Be prepared to accept additional duties and responsibilities when necessary.

Required Qualifications:

• Successful completion of a bachelor's program or a track record of 2-4 years in sales and service settings like retail, hospitality, or financial services is preferred.
• It is necessary to hold Notary Public status and be certified by NMLS.
• Remarkable verbal, written, and interpersonal communication capabilities.
• Possesses proficiency in Microsoft Word and Excel, with the capability to handle an array of devices and equipment.
• Exceptional organizational aptitude, emphasizing meticulousness and precision.
• Demonstrating a keen sales mindset while successfully juggling numerous responsibilities and being flexible in adjusting methods to fit varying scenarios.
• The capacity to work instinctively and come up with imaginative resolutions in the face of difficulties is key.
• Demonstrating the capacity to meet regular office demands while engaging in prolonged periods of standing in various indoor and outdoor branch locations, and maintaining continual customer interactions.
• Demonstrated capability to lift and convey items of up to 50 pounds.
• Showing a readiness and aptitude for accommodating a flexible workweek that may involve weekends, depending on customer demands.
• Exhibiting the aptitude to satisfactorily conclude our training regimen.

About:

At Rockland Trust, each individual's success is a top priority, and we strive to cultivate an environment that promotes inclusivity and support. We are dedicated to being an equal opportunity employer, meaning that all applicants will be treated fairly without discrimination based on factors such as race, gender, or disability. Our commitment extends to accommodating individuals with disabilities to ensure they can perform their job duties effectively.

Having gained insight into our organization, we are keen to discover more about you. Share your application with us and contribute to building stronger communities, one relationship at a time.

Apply Now