Banker I Vineyard Haven Branch

About the role

As a Banker at Rockland Trust, you play a crucial role in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Your daily tasks involve addressing customer needs, ensuring satisfaction, and proactively deepening customer relationships.

Responsibilities

• Support customer relationship development and transaction processing to meet the bank's sales and service goals.
• Accurately and efficiently execute the day-to-day transactional needs of the bank's client base, including account opening and processing, check cashing, balancing cash drawer, performing settlement procedures, and processing withdrawals and deposits.
• Proactively cross-sell bank products and services to existing and new customers using current tools and tracking systems.
• 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 enhance and complement the customer's relationship.
• Answer routine and complex questions concerning customer accounts, products, services, policies, and procedures; troubleshoot customer issues and provide follow-through to ensure resolution.
• Maintain a solid foundation of product knowledge by taking advantage of trainings 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, collaborating with the 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.
• Must be or become a Notary Public and NMLS certified.
• 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

• Customer Service
• Financial Services
• Product Knowledge
• Communication Skills
• Organizational Skills
• Sales Orientation
• Problem Solving
• Teamwork

Benefits

• Competitive Compensation with Performance Incentive Awards
• Health Insurance
• Dental Insurance
• Vision Insurance
• Pet Insurance
• 401K Retirement Plan
• Long Term Disability & Life Insurance
• Child Care Reimbursement
• Tuition Assistance for Graduate and Undergraduate Programs
• Wellness Program

Pay

Competitive compensation with performance incentive awards.

Schedule

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