Relationship Banker I Needham Branch

2 days ago

Needham, United States Rockland Trust Full time
Job 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.

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.
Who We Are:

At Rockland Trust, we believe that being a great place to bank starts with being a great place to work. When our colleagues are valued and cared for, they're empowered to make a difference for our customers and communities.

As one of The Boston Globe's "Top Places to Work" for the past fourteen years, we know that finding the right people is just the beginning. Through competitive benefits, enriching development opportunities, and a respectful and collaborative culture, we've built a workplace that enhances our colleagues' lifestyle and inspires them to reach their full potential.

For over 116 years, we have been dedicated to strengthening the neighborhoods we live in and serve. Rockland Trust offers a wide range of banking, investment, and insurance services to help individuals and businesses work toward their financial goals with more than 120 branches located throughout Massachusetts, as well as commercial banking, investment management offices, and residential lending centers across Massachusetts and Rhode Island.

What You'll Do:
  • 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:
  • 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 our training program.


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 a time.

  • Relationship Manager, Middle Market

    4 days ago

    Needham, United States Needham Bank Full time

    Relationship Manager, Middle Market Job Tracking ID : 512272-890040 Job Location : Job Level : Mid Career Level of Education : BA/BS Job Type : Full-Time/Regular Date Updated : 12/13/2024 Years of Experience : Not Applicable Starting Date : Invalid Date Salary : $0 Job Description Source,Evaluate, and...

  • Relationship Manager, Middle Market

    7 days ago

    Needham, United States Needham Bank Full time

    Relationship Manager, Middle MarketJob Tracking ID : 512272-890040 Job Location : Job Level : Mid Career Level of Education : BA/BS Job Type : Full-Time/Regular Date Updated : 12/13/2024 Years of Experience : Not Applicable Starting Date : Invalid Date Salary : $0 Job Description Source,Evaluate, and recommend for approval C&I loans. Actively manage a C&I...

  • Relationship Manager, Middle Market

    1 week ago

    Needham Heights, United States Needham Bank Full time

    Relationship Manager, Middle Market Job Tracking ID: 512272-890040 Job Location: Job Level: Mid Career Level of Education: BA/BS Job Type: Full-Time/Regular Date Updated: 12/13/2024 Years of Experience: Not Applicable Starting Date: Invalid Date Salary: $0 Job Description Source, Evaluate, and recommend for approval C&I loans. Actively manage a C&I loan...

  • Occupational Therapist

    4 days ago

    Needham, United States Reliant - Briarwood Rehabilitation and Healthcare Center - Needham - Medefis Full time

    Job OverviewReliant - Briarwood Rehabilitation and Healthcare Center - Needham - Medefis is seeking a highly skilled Occupational Therapist to join our team. As a COTA, you will be responsible for providing therapy services to clients, working collaboratively with healthcare professionals to achieve optimal outcomes.Key Responsibilities- Provide occupational...

  • Travel COTA Position in Needham

    4 days ago

    Needham, United States Reliant - Briarwood Rehabilitation and Healthcare Center - Needham - Medefis Full time

    Job SummaryWe are seeking a qualified COTA to join our team at Reliant - Briarwood Rehabilitation and Healthcare Center - Needham - Medefis. As a member of our team, you will provide occupational therapy services to clients, working closely with healthcare professionals to achieve optimal outcomes. This is an excellent opportunity to gain valuable experience...

  • Retail and Deposits Delivery Analyst

    3 days ago

    Needham, United States Needham Bank Full time

    Job Descriptions: Needham Bank is seeking a dedicated and dynamic IT Business Systems Specialist - Retail and Deposits Delivery to join our team. The role will serve as the key technology SME driving delivery within Deposit product and Retail business lines, while ensuring overall stability of the underlying systems. ESSENTIAL DUTIES &...

  • Retail and Deposits Delivery Analyst

    7 days ago

    Needham, United States Needham Bank Full time

    Job DescriptionJob DescriptionNeedham Bank is seeking a dedicated and dynamic IT Business Systems Specialist - Retail and Deposits Delivery to join our team. The role will serve as the key technology SME driving delivery within Deposit product and Retail business lines, while ensuring overall stability of the underlying systems. ESSENTIAL DUTIES &...

  • Client Relationship Manager

    5 days ago

    Needham, United States Needham Bank Full time

    Improve Operational Efficiency\As a Customer Care Center Specialist II, you'll have the opportunity to contribute to process improvements that enhance operational efficiency and customer satisfaction. Your responsibilities will include:\Identifying areas for improvement in our current processes and procedures.Developing and implementing changes to enhance...

  • Customer Care Center Specialist II

    1 day ago

    Needham, United States Needham Bank Full time

    Job Description This position provides customer service and banking solutions, education and information and issue resolution to our Needham Bank customers and communities via the Customer Care Center channel. A Customer Care Center Specialist will advise, advocate and deliver on the service and support needs of our customers. This position will go beyond...

  • Portfolio Manager

    7 days ago

    Needham, United States Needham Bank Full time

    Portfolio Manager - Commercial and Industrial LendingJob Tracking ID : 512272-890573 Job Location : Job Level : Mid Career Level of Education : BA/BS Job Type : Full-Time/Regular Date Updated : 12/19/2024 Years of Experience : 2 - 5 Years Starting Date : Invalid Date Salary : $0 Job Description Responsible for ongoing portfolio management in the C&I...

  • IT Retail and Deposits Delivery Analyst

    3 days ago

    Needham, United States Needham Bank Full time

    IT Retail and Deposits Delivery AnalystJob Tracking ID : 512272-891824 Job Location : Job Level : Mid Career Level of Education : BA/BS Job Type : Full-Time/Regular Date Updated : 01/16/2025 Years of Experience : 7 - 10 Years Starting Date : Invalid Date Salary : $0 Job Description Needham Bank is seeking a dedicated and dynamic IT Business Systems...

  • Financial Relationship Specialist

    7 days ago

    Needham, United States Rockland Trust Bank Full time

    About Rockland TrustWe are a community-focused bank dedicated to helping our customers and colleagues succeed. As a Relationship Banker, you will play a vital role in building strong relationships that deliver exceptional banking experiences.

  • FVP, System Delivery Director

    1 day ago

    Needham, United States Needham Bank Full time

    Job DescriptionJob DescriptionWe are seeking a highly skilled and experienced FVP, Systems Delivery Director to join our team. This role is pivotal in driving the strategic direction and oversight of IT Delivery Leads across our various platforms including retail banking, lending, online digital, integrations, and enterprise systems. This role will work...

  • Procurement Manager

    6 days ago

    Needham, Massachusetts, United States Needham Bank Full time

    Numerous institutions heavily rely on third-party vendors for their operational and technological needs. However, managing these relationships can be complex, especially when ensuring compliance with regulatory requirements. That's where you come in!">Job Summary:This role is tasked with overseeing the vendor management process, maintaining efficient...

  • Maintenance Operations Specialist

    4 days ago

    Needham, Massachusetts, United States Needham Bank Full time

    Job OverviewWe are seeking a skilled and detail-oriented Maintenance Operations Specialist to join our team at Needham Bank. In this role, you will be responsible for performing maintenance repairs and overseeing general maintenance services at various locations.Key ResponsibilitiesRespond to building-related issues and emergencies during business and...

  • Customer Service Bank Specialist

    7 days ago

    Needham, United States Needham Bank Full time

    Job DescriptionThis role provides customer service and banking solutions, education, and information to our customers via the Customer Care Center channel. A Customer Care Center Specialist advises, advocates, and delivers on the service and support needs of our customers.The position goes beyond processing simple account transactions to listen to and...

  • Banking Solutions Specialist

    4 days ago

    Needham, United States Needham Bank Full time

    About UsAt Needham Bank, we are committed to providing exceptional customer service and building long-term relationships with our clients. Our customer care center is a critical component of this effort, and we are seeking a talented Banking Solutions Specialist to join our team.Your RoleThe Banking Solutions Specialist will be responsible for providing...

  • Client Care Professional

    4 days ago

    Needham, United States Needham Bank Full time

    Client Care ProfessionalWe are seeking a highly skilled Client Care Professional to join our team at Needham Bank. As a key member of our customer care center, you will provide exceptional service and support to our customers, ensuring their banking needs are met with efficiency and professionalism.About the RoleThe Client Care Professional is responsible...

  • Business Development Manager, Commercial Lending

    5 days ago

    Needham, United States Needham Bank Full time

    Job SummaryWe are seeking a skilled Commercial Relationship Specialist to join our team at Needham Bank. As a key member of our commercial lending team, you will be responsible for building and maintaining strong relationships with our middle market customers.About the RoleYou will be responsible for originating and closing new loans to existing customers...

  • Customer Service Representative II

    4 days ago

    Needham, United States Needham Bank Full time

    Job OverviewWe are seeking a highly skilled Customer Service Representative II to join our team at Needham Bank. As a key member of our customer care center, you will provide exceptional service and support to our customers, ensuring their banking needs are met with efficiency and professionalism.About the RoleThe Customer Service Representative II is...