Banker I South Boston West Broadway Branch

2 days ago

Boston MA United States Rockland Trust Full time

As a Banker at Rockland Trust, you are a key player in the Retail Branch setting, providing exceptional customer service and expert financial guidance to our clients. Each day, you will use your broad range of financial knowledge and communication skills to address customer needs, ensuring that each customer leaves satisfied not only today, but for years to come.


With a positive can-do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for executing the bank's promises by proactively identifying opportunities to deepen customer relationships, create a positive work environment, and establish meaningful roots in the community.


The Banker position offers exceptional growth opportunity within the banking industry, and provides a solid foundation for developing your banking and customer service skills. If you are a "people person" looking to make a positive impact on the financial well-being of those in your community, then this is the job for you


What You'll Experience:
  • 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.

What You'll Do:
  • Support customer relationship development and transaction processing to assist the bank in meeting its sales and service goals.
  • Accurately and efficiently execute the day-to-day transactional needs of the bank's client base, including opening and processing all types of accounts (including deposit and loan products), check cashing, balancing cash drawer, performing settlement procedures, and processing withdrawals and deposits for both consumer and business customers within established guidelines and authority.
  • Proactively cross-sell bank products and services to existing and new customers by utilizing the current tools and tracking systems provided.
  • Make qualified referrals to business partners in the areas of investments, mortgage, cash management, etc.
  • Complete the Home Equity application process with customers, communicate and follow up on application requirements and complete the closing process.
  • Achieve individual and team sales and service goals; actively participate in sales promotions.
  • Use a needs-based consultative approach to recommend products or services that will enhance and complement the customer's relationship.
  • Answer both routine and complex questions concerning customer accounts, products, services, policies, and procedure; troubleshoot customer issues and provide follow-through to ensure resolution.
  • Maintain a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
  • Use knowledge, experience, and ability to demonstrate self-service channels to customers, including ATM, Online Banking, and Mobile Banking.
  • Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
  • Create and foster a fun, respectful work environment, in collaboration with 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 of loss to the Bank.
  • Assume responsibility for additional reporting duties and responsibilities as required.

Required Qualifications:
  • Two year degree or equivalent job experience.
  • Minimum 1 year sales experience in a financial or retail environment.
  • Must be or become a Notary Public and NMLS certified.
  • 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 should any problems arise.
  • 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.

Preferred Skills/Experience:
  • Two to four years of teller experience preferred.

Rockland Trust is the Bank Where Each Relationship Matters. In pursuit of that promise, we foster a respectful and inclusive work environment where everyone is given the chance and resources to succeed.


We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Additionally, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Now that you've heard a little bit about us, we'd love to hear more about you. Submit your application and come help us strengthen our communities- one relationship at a time.

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