Banker II Sandwich Branch na Rockland Trust Company
Rockland Trust Company · Sandwich, Estados Unidos Da América · Onsite
- Junior
- Escritório em Sandwich
- 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 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, Pet Insurance a 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.
- 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 (including deposit and loan products), check cashing, balancing cash drawer, and processing withdrawals and deposits for both consumer and business customers.
- Engage in a personalized banking experience with each customer, identifying, nurturing, and expanding customer relationships through stability, accuracy, and knowledge.
- Accept consumer and business loan applications, utilizing knowledge about laws and regulations around the process.
- Proactively cross-sell bank products and services to existing and new customers by utilizing the current tools and tracking systems provided.
- 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 and complete the closing process.
- Achieve individual and team sales and service goals; actively participate in sales promotions.
- Assist with coaching as requested by manager in development of sales/service skills.
- Provide assistance to the Branch Manager and work in a supervisory capacity on an as-needed basis, acting as a leader in Salesforce teaching and co-leading huddles and branch meetings.
- Use a needs-based consultative approach to recommend products or services that will enhance and complement the customer’s relationship.
- Answer both routine and complex questions concerning customer accounts, products, services, policies, and procedure; troubleshoot customer issues and provide follow-through to ensure resolution.
- Maintain a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the timeframes provided.
- Use knowledge, experience, and ability to demonstrate self-service channels to customers, including ATM, Online Banking, and Mobile Banking.
- Utilize the Salesforce platform for customer interactions, conversations, and follow-up.
- Consistently meet or exceed sales and service expectations.
- Create and foster a fun, respectful work environment focused on sales and service, in collaboration with Branch Manager.
- Represent Rockland Trust by establishing meaningful roots in the communities it serves.
- Maintain the operational integrity of the branch by ensuring that quality assurance is being completed and tasks are being rotated.
- Adhere to operational, regulatory, and security policies and procedures while balancing customer relationships and risk of loss to the Bank.
- Assume responsibility for additional reporting duties and responsibilities as required.
- 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 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 outbound calling skills for both onboarding and sales initiatives.
- Consultative, team-oriented sales personality with outstanding customer service skills.
- Strong sales orientation with ability to balance multiple priorities, adapt, and work in a team environment.
- Ability to work intuitively and find creative solutions should any problems arise.
- High degree of professionalism and ability to demonstrate tact and diplomacy when needed.
- 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, as customer needs dictate.
- Ability to successfully complete our training program
- Two to four years of teller experience preferred.