Treasury Management Inside Sales Officer

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.

The Treasury Management Inside Sales Officer is tasked with outbound calling to existing customers and prospects for the purpose of growing and retaining deposits; servicing clients to retain revenue; cross-selling additional services such as Treasury Management and identifying additional credit needs. The incumbent will be part of a team that will include Treasury Management Officer and Relationship Manager.

Responsibilities

• Conduct outbound calls and emails daily to engage with decision makers and key stakeholders in assigned companies
• Appropriately handle objections and improve banking experience
• Prospect and identify potential business clients for commercial deposit, Treasury and credit services
• Develop a deep understanding of clients’ financial needs and pain points to tailor solutions effectively, in particular, Treas Management, deposit, and credit needs
• Mentor and be a resource for other TM Inside Sales officers, in particular, for credit inquiries
• Utilize upselling tactics that ensure a great customer experience
• Articulate compelling value propositions to clients
• Collaborate with Treasury Management Officers and Relationship Managers to present comprehensive offerings to clients
• Utilize Salesforce tool to track and report on sales activities, customer interactions, and pipeline progress
• Meet and/or exceed established calling targets, portfolio growth and retention, and cross-sell
• Manage a portfolio in excess of 400-500 clients to cross-sell Treasury Management and Credit products
• Manage a portfolio of prospects to continually outreach to source new business

Skills and Qualifications

• Bachelor's degree in a related field highly preferred
• Retail or Call Center experience highly preferred
• Proven inside sales and/or problem solving experience, preferably in the financial services or banking industry
• Experience with handling objections and negotiation
• Proven tenure of working with commercial lending customers
• Strong understanding of commercial deposit products and treasury management services.
• Strong knowledge of commercial lending products/offerings
• Demonstrated excellent communication and interpersonal skills to engage effectively with clients and internal teams
• Goal oriented mindset with a record of accomplishment of meeting and/or exceeding targets
• Familiarity with Salesforce or CRM tools
• Ability to manage through a changing business landscape, anticipating issues and aggressively drive initiatives to ensure results

Benefits

• 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