Banker I Wakefield Branch

About the role

Rockland Trust is a full-service commercial bank and financial services company dedicated to helping our neighbors achieve their financial goals. Founded in 1907, we serve individuals, families, and businesses throughout New England with a focus on personal relationships, local decision-making, and community impact.

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 procedures; 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 all required onboarding, job-specific, compliance, regulatory, operational, and continuing education training programs within established timeframes.

Qualifications

• Two to four years of teller experience preferred.

Skills

• Customer Service
• Financial Services
• Product Knowledge
• Microsoft Office Suite
• Communication Skills
• Organizational Skills
• Problem Solving
• Teamwork

Benefits

Comprehensive benefits package including: competitive compensation with performance-based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award-winning wellness program, and much more!

Pay

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company's good-faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.

Schedule

Flexible work schedule to accommodate customer needs.

Accessibility & Accommodations

We are committed to providing reasonable accommodations to enable individuals with disabilities to perform the essential functions of their roles. If you need an accommodation due to a disability, please contact us at [insert contact information].