Jobs · Sales · Massachusetts

Relationship Banker I Somerville Davis Sq Branch

Rockland Trust · Somerville, MA · 2 wk ago
SalesFull-time

About the role

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

Responsibilities

  • Engage in consultative conversations with valued customers to build rapport and expand relationships, ensuring they trust you to find solutions to their financial needs.
  • 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 touchpoints 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.
  • 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 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 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 our training program.

Qualifications

  • Must meet all legal and regulatory requirements, including but not limited to NMLS certification.
  • Must possess a valid driver's license and be able to pass a background check.
  • Must be able to work in a fast-paced environment and handle confidential information.
  • Must be able to communicate effectively in English.

Skills

  • Customer service skills
  • Financial analysis and planning
  • Product knowledge
  • Technology proficiency
  • Problem-solving abilities

Benefits

Rockland Trust offers a comprehensive benefits package designed to support your health, financial security, and overall well-being. This includes:

  • 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!

Schedule

Our ideal candidate will be available to work a flexible schedule, including weekends, as customer needs dictate.

Pay

The salary range for this role is $50,000 - $80,000 annually, depending on experience and qualifications. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards, or stipends.

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