At a Glance
- Tasks: Engage with customers, process transactions, and identify financial needs daily.
- Company: Rockland Trust is a top-rated bank dedicated to community support and employee development.
- Benefits: Enjoy competitive pay, health insurance, tuition assistance, and a wellness programme.
- Why this job: Join a supportive team that values relationships and offers growth opportunities in a vibrant culture.
- Qualifications: Bachelor's degree or 2-4 years in sales/service; strong communication and organisational skills required.
- Other info: Flexible work hours, including weekends, and a commitment to inclusivity and community service.
The predicted salary is between 28800 - 43200 £ per year.
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 Banker I Wareham Branch employer: Rockland Trust
Contact Detail:
Rockland Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Banker I Wareham Branch
✨Tip Number 1
Familiarise yourself with Rockland Trust's values and community initiatives. Understanding their commitment to meaningful relationships and community support will help you align your conversations during interviews, showcasing that you share their vision.
✨Tip Number 2
Practice your consultative selling skills. Since the role involves engaging customers in meaningful conversations, role-playing scenarios with friends or family can help you become more comfortable in identifying customer needs and offering tailored solutions.
✨Tip Number 3
Get to know the Salesforce platform if you're not already familiar with it. As this role requires leveraging technology for customer interactions, having a basic understanding of how to use Salesforce can give you an edge during the interview process.
✨Tip Number 4
Showcase your teamwork skills. Since the position involves working both independently and as part of a team, be prepared to discuss past experiences where you've successfully collaborated with others to achieve common goals.
We think you need these skills to ace Relationship Banker I Wareham Branch
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and customer service. Emphasise any roles where you built relationships or provided consultative support, as these are key aspects of the Relationship Banker position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for building relationships and engaging with customers. Use specific examples from your past experiences that demonstrate your ability to meet financial needs and provide excellent service.
Showcase Communication Skills: Since outstanding verbal and written communication skills are essential for this role, ensure your application is free from errors and clearly conveys your thoughts. Consider including examples of how you've effectively communicated with customers in previous roles.
Highlight Teamwork and Adaptability: Mention instances where you successfully worked as part of a team or adapted to changing situations. This will show that you can thrive in a collaborative environment and handle the dynamic nature of customer interactions.
How to prepare for a job interview at Rockland Trust
✨Show Your People Skills
As a Relationship Banker, your ability to connect with customers is crucial. Prepare examples of how you've built rapport in previous roles, whether in retail or hospitality, and be ready to discuss how you can create an energetic banking experience.
✨Demonstrate Your Sales Acumen
Highlight your sales experience by discussing specific instances where you've successfully identified customer needs and offered appropriate solutions. Be prepared to explain how you would approach cross-selling bank products in a consultative manner.
✨Know the Company Culture
Research Rockland Trust's commitment to community and their values around relationships. Be ready to share how your personal values align with theirs and how you can contribute to fostering a respectful and inclusive environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle customer inquiries. Think of scenarios where you've had to troubleshoot issues or adapt your approach to meet diverse customer needs, and practice articulating these experiences.