Universal Banker

Berkshire Bank • Moosup, CT • 5h 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: Moosup, CT - 344 Prospect St

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

Finance Senior Manager

Citizens • Johnston, RI • 13h ago

Finance, Accounting & Banking

Description We are seeking a highly motivated and strategic Senior Manager, Finance to join our Finance team and play a pivotal role in shaping the future of our retail branch network. This role offers a unique opportuni...

13h ago

Go to Apply

Accounts Payable Accountant/Staff Accountant

Robert Half • Warwick, RI • 2d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounts Payable Accountant/Staff Accountant to join our team on a contract basis in Warwick, Rhode Island. In this role, you will play a key part in maintaining accurate...

2d ago

Go to Apply

Private Bank Commercial Operations Loan Closer II

Citizens • Johnston, RI • 6d ago

Finance, Accounting & Banking

Description At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country. As the Commercial Operations Loan Closer II, you will be...

6d ago

Go to Apply

Treasury Sales Development Manager

Citizens • Johnston, RI • 6d ago

Finance, Accounting & Banking

Description The Sales Development Manager (SDM) plays a critical role in elevating the performance, consistency, and scalability of our Treasury Sales organization. Reporting directly to the Market Managers, the SDM is r...

6d ago

Go to Apply

Accounts Receivable Associate

A/Z Corporation • North Stonington, CT • 1w ago

Finance, Accounting & Banking

Accounts Receivable Associate Job Details Level Experienced Job Location North Stonington CT - North Stonington, CT Position Type Full Time Education Level 2 Year Degree Salary Range $60000.00 - $62000.00 Salary/year Tra...

1w ago

Go to Apply

Business Solutions Advisor - Mineral Springs Financial Center

Bank of America • North Providence, RI • 1w ago

Finance, Accounting & Banking

Business Solutions Advisor - Mineral Springs Financial Center North Providence, Rhode Island To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your applica...

1w ago

Go to Apply

Business Banking Relationship Manager I

Citizens • Johnston, RI • 2w ago

Finance, Accounting & Banking

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships...

2w ago

Go to Apply

Business Banking Ops Underwriting PM IV

Citizens • Johnston, RI • 2w ago

Finance, Accounting & Banking

Description The Underwriter IV (UW IV) position is responsible for reviewing and underwriting loan requests under Commercial Credit Policy up to TCL $10MM. Underwriting and recommendations should be based on sound credit...

2w ago

Go to Apply

Associate Financial Analyst

Citizens • Johnston, RI • 2w ago

Finance, Accounting & Banking

Description Launch Your Career with Purpose Join the FACT Program - Finance & Accounting Career Training Start Date: June 2026 | Location: Johnston, RI & Westwood, MA Overview At Citizens Bank, we're not just bui...

2w ago

Go to Apply

Business Banking Ops UW PM I

Citizens • Johnston, RI • 2w ago

Finance, Accounting & Banking

Description As the Business Banking Operations Underwriter PM I (UW), you will be responsible for the daily underwriting of Business Lending Products within the Citizens footprint up to a Total Credit Limit (TCL) of $250...

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.