Universal Banker

Berkshire Bank • Great Barrington, MA • 1d ago

Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5

Pay Range: $18.00 - $29.50

Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Great Barrington, MA - 255 Stockbridge Rd

Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Banks main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities:

Customer Service 50%

Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and spirit to create a positive and collaborative work environment.

Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.

Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the clients needs

Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty.

Explains Bank policy and procedures to clients and resolves routine service concerns.

Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce.

Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage.

Is proficient in the digital banking space and can assist clients with adoption.

Client Service Line Duties 50%

Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures.

Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures.

Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines.

Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client.

Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.

Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings.

Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by ones duties.

Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required. Percentage of time spent on each area of key accountabilities will vary from branch to branch. Education:

High school diploma or equivalent

Banking courses a plus

Experience:

Proven experience in a goal-oriented sales or customer service environment

Cash handling experience preferred

Sales experience preferred

Skills & Knowledge:

Superior customer service skills

Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction

Ability to identify customer needs and make appropriate sales

Basic computer skills

Interpersonal skills

We endeavor to make this site accessible to any and all users.

Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us athr@berkshirebank.com.

Similar Jobs

Cost Accountant

Robert Half • Pittsfield, MA • 2d ago

Finance, Accounting & Banking

Description We're seeking a detail-oriented Cost Accountant with 3+ years of experience in a manufacturing environment. This role is responsible for analyzing production costs, preparing cost reports, and supporting budg...

2d ago

Go to Apply

Finance and Administration Manager

City of Pittsfield • Pittsfield, MA • 3d ago

Finance, Accounting & Banking

As a key member of the Police Department\'s senior command staff, the Finance and Administration Manager provides strategic oversight and operational leadership for all financial, administrative, and personnel functions...

3d ago

Go to Apply

PT Universal Banker

Berkshire Bank • Pittsfield, MA • 1w ago

Finance, Accounting & Banking

Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on fa...

1w ago

Go to Apply

Universal Banker

Berkshire Bank • Pittsfield, MA • 1w ago

Finance, Accounting & Banking

1w ago

Go to Apply

Office and Finance Manager

Ad Lib, Inc* • Pittsfield, MA • 1w ago

Finance, Accounting & Banking

The office and finance manager is responsible for organizing and coordinating office operations and procedures in order to ensure organizational effectiveness and efficiency. This position serves as the primary financial...

1w ago

Go to Apply

CCE of Columbia & Greene Counties Finance Manager - Hudson, NY

Cornell Cooperative Extension • Hudson, NY • 2w ago

Finance, Accounting & Banking

The Finance Manager is responsible for managing the financial operations for a mid-size subordinate governmental agency, Cornell Cooperative Extension of Columbia and Greene Counties, with an annual operation budget of a...

2w ago

Go to Apply

Accounts Payable Coordinator

Aston Carter • Pittsfield, MA • 2w ago

Finance, Accounting & Banking

Hiring for an Accounts Payable Coordinator in Pittsfield! Job Description The Accounts Payable and Purchasing Coordinator manages all aspects of purchasing, vendor relations, and expense tracking while overseeing the acc...

2w ago

Go to Apply

Accounts Payable Coordinator

Aston Carter • Pittsfield, MA • 2w ago

Finance, Accounting & Banking

2w ago

Go to Apply

Accountant

MOLARI Employment & Healthcare Services • Pittsfield, MA • 2w ago

Finance, Accounting & Banking

Our Client is seeking a detail-oriented Accountant for a temp-to-hire position on their finance team. This onsite role at their convenient Pittsfield location is a great opportunity to gain hands-on experience across bil...

2w ago

Go to Apply

Mortgage Banking Originator

Berkshire Bank* • Pittsfield, MA • 2w ago

Finance, Accounting & Banking

Purpose/Objective: This position is responsible for soliciting and servicing a variety of residential mortgage loans. Interview applicants, collect financial data and documents, and make recommendations regarding the loa...

2w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.