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Relationship Banker I Worcester Grafton St Branch

Rockland Trust Career Site
Worcester, USA
Full-time
Entry
Onsite
USD 24-28 hourly
Discovered 1 weeks ago
Free

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  • 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.
  • 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.
  • 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.

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