Jobs · Sales · Massachusetts

Part Time Banker I Stoughton Branch

Rockland Trust · Stoughton, MA · 7 mo ago
SalesPart-time

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 sales and service goals.
  • Accurately and efficiently handle account openings, deposits, withdrawals, and cash transactions.
  • Proactively cross-sell bank products and services to existing and new customers.
  • Complete the Home Equity application process and assist with the closing process.
  • Achieve individual and team sales and service goals through active participation in sales promotions.
  • Use a needs-based consultative approach to recommend products or services that enhance customer relationships.
  • Answer routine and complex questions concerning customer accounts, products, services, policies, and procedures.
  • 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 management.

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 to problems.
  • 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

  • Notary Public certification and NMLS (National Mortgage Licensing System) certification.

Skills

  • Customer service skills.
  • Financial knowledge and expertise.
  • Communication skills.
  • Organizational and analytical skills.
  • Problem-solving abilities.
  • Self-service channel proficiency (ATM, Online Banking, Mobile Banking).

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.
  • An award-winning wellness program.

Pay

Competitive compensation with performance incentive awards.

Schedule

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

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