Relationship Banker I North Quincy Branch
About the role
As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that deliver an energetic banking experience for both customers and colleagues. You will expand relationships with our client base by identifying financial needs, processing transactions, and offering appropriate products or services. With a genuine desire to engage customers and an outgoing, team-oriented sales personality, you will deliver a positive, energetic experience through active lobby management and customer conversations. You are the trusted advisor for our customers and a champion for Rockland Trust, developing strong relationships that foster trust.
What You’ll Do
- Engage in consultative conversations with valued customers to build rapport and expand relationships, ensuring they trust you to find solutions to their financial needs.
- Work both independently and as part of a team to maximize customer engagement and sales opportunities, addressing 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 complex questions on customer accounts, products, services, policies, and procedures; troubleshoot customer issues and provide follow-through to ensure resolution.
- Create innovative customer touchpoints through daily digital outreach and deliver a cohesive customer experience across all 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 using 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 the Branch Manager to develop and maintain a culture of strong lobby management and customer outreach efforts, enhancing 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.
Requirements
- 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 the ability to operate a wide variety of equipment and mobile devices.
- Excellent organizational skills, with attention to detail and accuracy.
- Strong sales orientation with the ability to balance multiple priorities and adapt approach to different situations as needed.
- Ability to work intuitively and find creative solutions to problems.
- 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
- Competitive compensation with performance-based 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.
- Award-winning wellness program.
- Paid vacation.
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.
About Rockland Trust
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. We foster a collaborative, inclusive, and values-driven culture that encourages professional growth, innovation, and work-life balance. As one of The Boston Globe’s “Top Places to Work” since 2008, we are dedicated to strengthening the neighborhoods we live in and serve.
Rockland Trust offers a wide range of banking, investment, and insurance services with more than 120 branches located throughout Massachusetts and New Hampshire, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts, New Hampshire, and Rhode Island.