Banker I Lexington Branch

About the role

As a Banker at Rockland Trust, you are a key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Each day, you will use your broad range of financial knowledge and communication skills to address customer needs, ensuring that each customer leaves satisfied not only today, but for years to come.

Responsibilities

• Support customer relationship development and transaction processing to assist the bank in meeting its sales and service goals.
• Accurately and efficiently execute the day-to-day transactional needs of the bank’s client base, including opening and processing all types of accounts (including deposit and loan products), check cashing, balancing cash drawer, performing settlement procedures, and processing withdrawals and deposits for both consumer and business customers within established guidelines and authority.
• Proactively cross-sell bank products and services to existing and new customers by utilizing the current tools and tracking systems provided.
• Complete the Home Equity application process with customers, communicate and follow up on application requirements and complete the closing process.
• Achieve individual and team sales and service goals; actively participate in sales promotions.
• Use a needs-based consultative approach to recommend products or services that will enhance and complement the customer’s relationship.
• Answer both routine and complex questions concerning customer accounts, products, services, policies, and procedure; troubleshoot customer issues and provide follow-through to ensure resolution.
• Maintain a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
• Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
• Create and foster a fun, respectful work environment, in collaboration with Branch Manager.
• Represent Rockland Trust by establishing meaningful roots in the communities it serves.
• Adhere to operational, regulatory, and security policies and procedures while balancing customer relationships and risk of loss to the Bank.
• Assume responsibility for additional reporting duties and responsibilities as required.

Requirements

• Two year degree or equivalent job experience.
• Minimum 1 year sales experience in a financial or retail environment.
• Successfully pass the Level I Business Certification.
• Proficient in Microsoft Word and Excel with ability to operate a variety of office equipment.
• Strong verbal and written communication skills.
• Excellent organizational skills, with attention to detail and accuracy.
• Strong sales orientation with ability to balance multiple priorities, adapt, and work in a team environment.
• Ability to work intuitively and find creative solutions should any problems arise.
• High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
• Positive approach to interactions with customers and team members.
• Ability to work within normal office requirements, with long periods of standing and continuous customer support.
• Ability to lift and carry up to 50 pounds.
• Willingness and ability to work within a flexible work week, which may include weekends, as customer needs dictate.
• Ability to successfully complete our training program.

Qualifications

• Two to four years of teller experience preferred.

Skills

• Notary Public certification.
• NMLS certification.
• Knowledge of banking products and services.
• Ability to use self-service channels like ATM, Online Banking, and Mobile Banking.
• Proficiency in Microsoft Word and Excel.
• Effective communication and problem-solving skills.
• Organizational and attention to detail skills.
• Customer service and teamwork skills.

Benefits

• Competitive compensation with performance incentive awards.
• Health Insurance.
• Dental Insurance.
• Vision and Pet Insurance.
• 401K retirement plan.
• Long Term Disability & Life Insurance.
• Child Care Reimbursement.
• Tuition Assistance for graduate and undergraduate programs.
• An award winning wellness program.
• Flexible work schedule.

Pay

Competitive compensation with performance incentive awards.

Schedule

Flexible work schedule, which may include weekends, as customer needs dictate.