Banker
Job
Rockland Trust Bank (Enterprise Bank)
Westford, MA (In Person)
Full-Time
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Job Description
Rockland Trust Bank (Enterprise Bank) Banker Westford, MA Apply Job Description 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. 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.
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. What You?llDo:
- 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.
- Proactively cross-sell bank products and services to existing and new customers by utilizing the current tools and tracking systems
- 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.
- Achieve individual and team sales and service goals.
- Use a needs-based consultative approach to recommend products or services that will enhance and complement the relationship.
- Answer both routine and complex questions concerning customer accounts, products, services, policies, and procedure; troubleshoot customer issues.
- Maintain a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings.
- Use knowledge, experience, & ability to demonstrate self-service channels to customers, including ATM, Online Banking, & Mobile Banking.
- Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
- Represent Rockland Trust by establishing meaningful roots in the communities.
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.
- Strong verbal and written communication skills.
- Excellent organizational skills
- Strong sales orientation with ability to balance multiple priorities.
- Ability to work intuitively and find creative solutions.
- High degree of professionalism and ability to demonstrate tact and diplomacy.
- 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.
Preferred Skills/Experience:
- Two to four years of teller experience preferred.
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