Jobs · Finance · Massachusetts

Relationship Banker I East Falmouth Branch

Rockland Trust · Falmouth, MA · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat job title as heading. Do NOT put Job ID etc. Remove boilerplate, duplicated lines, application instructions. Include a section only when posting has real, specific content. Avoid filler like "commensurate with experience". Pay/Schedule/Benefits only if posting actually states them. We need to parse the job description. Key sections: - Intro about Rockland Trust (company description) maybe "About the role"? Actually "About the role" could be the description of role. But we have sections: "What You’ll Experience", "Who We Are", "What You’ll Do", "Required Qualifications", "Benefits & Culture", "Pay Transparency", "Accessibility & Accommodations". Also "Responsibilities QUALIFICATIONS" at end seems like leftover. We need to map to allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can combine. We need to preserve all substantive info. Let's extract substantive content: Company description: "Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision-making, and community impact. With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long-standing philosophy—Where Each Relationship Matters®—guides how we work with our customers, colleagues, and communities every day. At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values-driven culture that encourages professional growth, innovation, and work-life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long-term careers." That's about the company; could go under "About the role" or maybe "About the company". But we only have allowed headings; we can use "About the role" for role description, but we also have company description. Could put under "About the role" as overview. Role description: "As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and offering appropriate products or services. With a genuine desire to engage customers and an outgoing, team-oriented sales personality, you deliver a positive, energetic experience through active lobby management and customer conversations. You are the trusted advisor of our customers and a champion for Rockland Trust, developing strong relationships that foster trust." That's role duties. "What You’ll Experience" bullet points: "Meaningful relationships: We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed. Commitment to community: We believe supporting our communities is essential, and are committed to helping those in need. Recognition & reward: We believe all colleagues should be recognized for their contributions. Training & development: We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers. Comprehensive benefits: Our goal is to offer our colleagues a generous benefits package, and an environment that supports a healthy work-life balance. Our benefits include: 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 and much more." That's benefits and culture. "Who We Are": similar to company description again but more about workplace. Could be merged. "What You’ll Do": list of duties: - Engage in consultative conversations with valued customers to build rapport and expand relationships, ensuring that they trust you to find the solutions to their financial needs. - Work both independently and as part of a team to maximize customer engagement and sales opportunities, and to find solutions to the financial needs of customers. - Accurately and professionally process all traditional customer transactions within established guidelines and authority including check cashing, withdrawals, and deposits for both consumer and business customers. - Answer routine and more complex questions on customer accounts, products, services, policies and procedures; troubleshoot customer issues and provide follow through to ensure resolution. - Create innovative customer touch points through daily digital outreach and deliver a cohesive customer experience across all customer platforms, both traditional and digital. - Generate sales excitement around target events by acting as a role model, coach, and mentor to branch staff. - Proactively cross-sell bank deposit and loan products and services to existing and new customers by utilizing a needs-based consultative approach. - Leverage technology and both internal and external digital channels to service customers and expand customer relationships. - Use knowledge of laws and regulations to accept loan applications, including Home Equity. - Establish and maintain effective working relationships, with both customers and colleagues. - Utilize the Salesforce platform for customer interactions, conversations, and follow-up. - Collaborate with Branch Manager to develop and maintain a culture of strong lobby management and customer outreach efforts, aiming to enhance the customer experience both inside and outside of the branch. - Understand and adhere to operational, regulatory and security policies and procedures while balancing customer relationships and risk of loss to the Bank. - Assume responsibility for additional duties and responsibilities as required. "Required Qualifications": list: - Bachelor’s degree and/or 2-4 years of successful experience in a sales and service environment such as retail, hospitality, or financial services. - Must be or become a Notary Public and NMLS certified. - Outstanding verbal, written, and interpersonal communication skills. - Proficient in Microsoft Word and Excel with ability to operate a wide variety of equipment and mobile devices. - Excellent organizational skills, with attention to detail and accuracy. - Strong sales orientation with ability to balance multiple priorities and ability to adapt approach to different situations as needed. - Ability to work intuitively and find creative solutions should any problems arise. - Ability to work within normal office requirements, with long periods of standing inside and outside of a branch environment and continuous customer contact. - 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. "Benefits & Culture": Already covered but we have a separate section: "Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well-being. Benefits include: 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! At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed." Also earlier benefits list. "Pay Transparency": includes statement about compensation based on factors, salary range posted reflects good-faith estimate, actual compensation may vary, plus possible commissions etc. This is pay info. "Accessibility & Accommodations": statement about reasonable accommodations. We need to decide which sections to output. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content for: - About the role: could include company overview + role description + maybe "What You’ll Experience" (culture). Could be a prose. - Responsibilities: the "What You’ll Do" list. - Requirements: maybe "Required Qualifications" (these are requirements). Could also include "Must be or become a Notary Public and NMLS certified." etc. - Qualifications: maybe education/experience? But we have overlapping. Could separate Requirements (hard requirements) and Qualifications (preferred). But we have only one list; we could put all under Requirements or Qualifications. The instruction: Use headings as appropriate; we can have both Requirements and Qualifications if content distinct. Let's see if we can split: Requirements: Must be or become a Notary Public and NMLS certified; Ability to lift up to 50 pounds; Ability to work flexible schedule including weekends; Ability to complete training. Qualifications: Bachelor’s degree and/or 2-4 years experience; Outstanding communication skills; Proficient in Word/Excel; Excellent organizational skills; Strong sales orientation; Ability to work intuitively; Ability to work within normal office requirements (standing, customer contact). Skills: maybe Microsoft Word/Excel proficiency, Salesforce, etc. But we can keep simple: maybe just Requirements and Qualifications. - Benefits: we have benefits list. - Pay: we have Pay Transparency paragraph. - Schedule: we have mention of flexible work week may include weekends; but that's also in Requirements. Could create Schedule section if we have specific schedule info. The posting mentions "Willingness and ability to work within a flexible work week, which may include weekends, as customer needs dictate." That's schedule info. So we can create Schedule section with that. - Skills: maybe we can list technical skills: Proficient in Microsoft Word and Excel, ability to operate equipment and mobile devices, Salesforce platform. Could be a Skills section. We must not create sections with filler. Ensure each heading has substantive content. Let's draft:

    About the role

    Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision-making, and community impact. With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long‑standing philosophy—Where Each Relationship Matters®—guides how we work with our customers, colleagues, and communities every day. At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values‑driven culture that encourages professional growth, innovation, and work‑life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long‑term careers.

    As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and offering appropriate products or services. With a genuine desire to engage customers and an outgoing, team‑oriented sales personality, you deliver a positive, energetic experience through active lobby management and customer conversations. You are the trusted advisor of our customers and a champion for Rockland Trust, developing strong relationships that foster trust.

    Responsibilities

    • Engage in consultative conversations with valued customers to build rapport and expand relationships, ensuring that they trust you to find the solutions to their financial needs.
    • Work both independently and as part of a team to maximize customer engagement and sales opportunities, and to find solutions to the financial needs of customers.
    • Accurately and professionally process all traditional customer transactions within established guidelines and authority including check cashing, withdrawals, and deposits for both consumer and business customers.
    • Answer routine and more complex questions on customer accounts, products, services, policies and procedures; troubleshoot customer issues and provide follow through to ensure resolution.
    • Create innovative customer touch points through daily digital

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