Relationship Banker I Milton Branch
Rockland Trust, East Milton, FL, United States
Overview
As a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that deliver an energetic banking experience for customers and colleagues. You will identify financial needs, efficiently process transactions, and offer appropriate products or services to expand relationships with our client base.
With a genuine desire to engage customers and an outgoing, team-oriented sales personality, you will 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 a generous benefits package and an environment that supports a healthy work‑life balance. 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, a wellness program, and 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 colleagues are valued and cared for, they're empowered to make a difference for customers and communities. Rockland Trust is a Boston Globe Top Place to Work, reflecting our competitive benefits, development opportunities, and a respectful, collaborative culture.
For over 116 years, we have strengthened the neighborhoods we live in and serve. Rockland Trust offers banking, investment, and insurance services with locations across Massachusetts, New Hampshire, and Rhode Island.
What You'll Do
Engage in consultative conversations with valued customers to build rapport and expand relationships, ensuring they trust you to find solutions to their financial needs.
Work independently and as part of a team to maximize customer engagement and sales opportunities and to address customers' financial needs.
Process traditional customer transactions within established guidelines and authority, including check cashing, withdrawals, and deposits for both consumer and business customers.
Answer routine and complex questions on accounts, products, services, policies and procedures; troubleshoot issues and follow through to ensure resolution.
Create innovative customer touchpoints through daily digital outreach and deliver a cohesive customer experience across traditional and digital platforms.
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 using a needs-based consultative approach.
Leverage technology and digital channels to service customers and expand relationships.
Use knowledge of laws and regulations to accept loan applications, including Home Equity.
Establish and maintain effective working relationships with customers and colleagues.
Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
Collaborate with Branch Manager to develop a culture of strong lobby management and customer outreach, enhancing the customer experience inside and outside 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 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 adapt approach to different situations as needed.
Ability to work intuitively and find creative solutions to problems.
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 a flexible work week, including weekends, as customer needs dictate.
Ability to successfully complete our training program.
Rockland Trust is the Bank Where Each Relationship Matters. 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. 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 help us strengthen our communities—one relationship at a time.
#J-18808-Ljbffr
With a genuine desire to engage customers and an outgoing, team-oriented sales personality, you will 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 a generous benefits package and an environment that supports a healthy work‑life balance. 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, a wellness program, and 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 colleagues are valued and cared for, they're empowered to make a difference for customers and communities. Rockland Trust is a Boston Globe Top Place to Work, reflecting our competitive benefits, development opportunities, and a respectful, collaborative culture.
For over 116 years, we have strengthened the neighborhoods we live in and serve. Rockland Trust offers banking, investment, and insurance services with locations across Massachusetts, New Hampshire, and Rhode Island.
What You'll Do
Engage in consultative conversations with valued customers to build rapport and expand relationships, ensuring they trust you to find solutions to their financial needs.
Work independently and as part of a team to maximize customer engagement and sales opportunities and to address customers' financial needs.
Process traditional customer transactions within established guidelines and authority, including check cashing, withdrawals, and deposits for both consumer and business customers.
Answer routine and complex questions on accounts, products, services, policies and procedures; troubleshoot issues and follow through to ensure resolution.
Create innovative customer touchpoints through daily digital outreach and deliver a cohesive customer experience across traditional and digital platforms.
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 using a needs-based consultative approach.
Leverage technology and digital channels to service customers and expand relationships.
Use knowledge of laws and regulations to accept loan applications, including Home Equity.
Establish and maintain effective working relationships with customers and colleagues.
Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
Collaborate with Branch Manager to develop a culture of strong lobby management and customer outreach, enhancing the customer experience inside and outside 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 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 adapt approach to different situations as needed.
Ability to work intuitively and find creative solutions to problems.
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 a flexible work week, including weekends, as customer needs dictate.
Ability to successfully complete our training program.
Rockland Trust is the Bank Where Each Relationship Matters. 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. 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 help us strengthen our communities—one relationship at a time.
#J-18808-Ljbffr