Banker I Weymouth Branch

Rockland Trust - Weymouth, MA

Full-time - Entry Level

Weymouth, MA

Credit Intermediation and Related Activities

About the position

The Banker position at Rockland Trust is a vital role within the Retail Branch, focused on delivering exceptional customer service and financial guidance. The role emphasizes building meaningful relationships with clients, supporting their financial needs, and contributing to the bank's sales and service goals. This position offers significant growth opportunities in the banking industry, making it ideal for individuals who are passionate about helping others and enhancing their financial well-being.

Responsibilities

• 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, check cashing, balancing cash drawer, and processing withdrawals and deposits.
• Proactively cross-sell bank products and services to existing and new customers.
• Make qualified referrals to business partners in the areas of investments, mortgage, and cash management.
• Complete the Home Equity application process with customers and follow up on application requirements.
• 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 the customer's relationship.
• Answer routine and complex questions concerning customer accounts, products, services, policies, and procedures; troubleshoot customer issues and provide follow-through to ensure resolution.
• Maintain a solid foundation of product knowledge by completing required trainings.
• Demonstrate self-service channels to customers, including ATM, Online Banking, and Mobile Banking.
• Utilize the Salesforce platform for customer interactions and follow-up.
• Create and foster a fun, respectful work environment in collaboration with the Branch Manager.
• Adhere to operational, regulatory, and security policies and procedures while balancing customer relationships and risk of loss to the Bank.

Requirements

• Two year degree or equivalent job experience.
• Minimum 1 year sales experience in a financial or retail environment.
• Must be or be 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 and work in a team environment.
• Ability to work intuitively and find creative solutions to problems.
• High degree of professionalism and ability to demonstrate tact and diplomacy.
• 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.

Nice-to-haves

• Two to four years of teller experience preferred.

Benefits

• Competitive compensation with performance incentive awards
• Health Insurance
• Dental Insurance
• Vision Insurance
• Pet Insurance
• 401K retirement plan
• Long Term Disability & Life Insurance
• Child Care Reimbursement
• Tuition Assistance for graduate and undergraduate programs
• Award-winning wellness program