TN Visa Relationship Banker Jobs
Relationship Banker roles qualify for TN visa sponsorship under the USMCA Economist category, covering financial analysis and client advisory work at U.S. banks and credit unions. Canadian citizens can apply at the border with no cap. Mexican citizens require consular processing under a separate annual allocation.
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INTRODUCTION
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” since 2008, 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 and New Hampshire, as well as commercial banking, investment management offices, and residential lending centers 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 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.

INTRODUCTION
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” since 2008, 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 and New Hampshire, as well as commercial banking, investment management offices, and residential lending centers 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 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.
See all 9+ Relationship Banker jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Relationship Banker roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Relationship Banker
Align your credentials to USMCA categories
TN visa approval for Relationship Bankers depends on fitting an eligible occupation category, most commonly Economist or Financial Analyst. Gather transcripts and credential evaluations showing your degree matches the category before applying anywhere.
Target banks with recent visa sponsorship experience
Large regional banks and national institutions have experience with visa sponsorship and maintain HR teams familiar with work authorization processes. Prioritize employers with recent visa filings or those whose job postings explicitly reference visa sponsorship or USMCA work authorization.
Request a TN-specific offer letter from your employer
Your offer letter must state your job title, qualifying USMCA category, anticipated duration, and that the role requires your specific professional credentials. Generic offer letters are a common reason CBP or consulates request additional documentation.
Clarify your entry route before accepting an offer
Canadian citizens can present TN documents at a land port of entry or preclearance airport and receive status same-day. Mexican citizens must schedule a U.S. consular appointment, which adds weeks to your start-date timeline, so negotiate your start date accordingly.
Use Migrate Mate to find Relationship Banker roles with sponsorship
Search Migrate Mate to filter Relationship Banker openings specifically tagged for TN visa sponsorship, so you spend time on employers already set up to hire Canadian and Mexican professionals rather than screening hundreds of unvetted postings.
Prepare for employer E-Verify obligations before day one
All TN workers must be verified through E-Verify on or before their first day of employment. Confirm your employer is enrolled before you accept the offer, since unenrolled employers cannot legally onboard you without resolving their E-Verify status first.
Relationship Banker jobs are hiring across the US. Find yours.
Find Relationship Banker JobsRelationship Banker TN Visa: Frequently Asked Questions
Does a Relationship Banker role actually qualify for TN visa status?
Yes, but the job duties determine which USMCA occupation category applies. Relationship Banker positions that focus on financial analysis, portfolio management, or economic advisory work typically qualify under the Economist or Financial Analyst category. Roles that are primarily sales-oriented without analytical duties may face closer scrutiny at the border or consulate.
How does TN visa sponsorship for Relationship Bankers compare to H-1B?
TN visa sponsorship is faster and more predictable for this role. There is no lottery, no cap for Canadian citizens, and no USCIS petition required for Canadians entering at the border. H-1B requires employer sponsorship months in advance, a lottery selection, and USCIS adjudication that can take six months or longer. TN renewals are also straightforward as long as you maintain qualifying employment.
What documents does my employer need to prepare for my TN application?
Your employer must provide a support letter on company letterhead that specifies your job title, the USMCA professional category you qualify under, your anticipated start date and duration, and confirmation that the position requires your professional credentials. You supply your degree transcripts, your passport, and any credential evaluation if your degree is from a non-U.S. or non-Canadian institution.
Where can I find Relationship Banker jobs that already offer TN visa sponsorship?
Migrate Mate lets you search specifically for Relationship Banker roles where employers have indicated willingness to sponsor TN visa candidates, which saves time compared to filtering through general job postings that rarely disclose immigration support upfront. Focusing your search this way also means reaching out to HR teams already familiar with USMCA requirements.
Can I change Relationship Banker employers while on TN status?
Yes, but TN status is employer-specific. You cannot start working for a new employer under your existing TN authorization. Canadian citizens can obtain new TN status at a port of entry with the new employer's support letter the same day. Mexican citizens must return to a U.S. consulate for a new visa stamp, so timing your transition around your consular appointment availability matters.
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