Back to Jobs search

Financial Center Supervisor

Berkshire Bank • Boston, MA • 10h ago

Division: Retail Banking

Department: Various Branch Network

Reports to: Financial Center Manager

Status: Non-Exempt

Grade: 6

Salary Range: $19.00 - $31.86

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: Boston, MA - 61 Brookline Ave

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 digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the efficient and effective operation of the Customer Service line. Duties may include assigning workflow, training CSAs, monitoring customer experience, and ensuring programs are in conformance with established procedures. Coach CSA and UB to relationship building opportunities, including new deposit accounts for customers.

Key Accountabilities:

Client Service (Teller) Line Supervision and Operations 40%

Coordinates CSA and UB activities, manages scheduling, and assigns duties.

Responsible for daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.

Monitors and maintains branch cash levels and prepares related reports.

Works with CSAs to resolve more complex transactions, correct errors, and in assist with difficult client requests.

Provides significant input for the preparation of CSAs performance review.

Resolves routine and complex personnel problems; provides input to Branch Officer on performance management issues and/or disciplinary actions.

Responsible for oversight and timely completion of all CSAs new hire training, as well ongoing compliance training.

Oversees the execution of daily banking procedures as related to the CSA line and ATM.

Responsible for oversight of the teller line audit process. Ensures compliance of teller line with all related banking regulations, procedures, reporting, and record- keeping.

Assists Financial Center Manager and/or Assistant Financial Center Manager with the coaching and development of staff.

Responds to off-hours branch alarm and ATM calls as required.

Teller (Customer Service Line) Duties 30%

Executes an extensive variety of client transactions in accordance with Bank policy and procedures.

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

Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer with a high degree of accuracy.

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

Client Service and Relationship Development 30%

Build and expand client relationships using relationship building tools.

Participate in outbound calling to identify sales and service opportunities.

Handles complex client issues while executing excellent client service principles.

Navigates clients through digital services such as online and mobile banking.

Demonstrates excellent telephone etiquette, communication abilities, and client service skills to promote positive image for Bank. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Promotes and maintains excellent level of client service from all CSAs.

Maintains cooperative and productive work atmosphere. Explains Bank policy and procedures to clients.

Responsible for cross-selling and referral goals for bank (such as lending solutions) and non-traditional bank products (e.g. insurance & investments).

Establishes new services, such as debit cards, electronic services, and deposit accounts for clients.

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.

Prerequisites:

Must have more than 1 year (CSA) Teller experience.

Must meet minimum required balancing requirements for CSA.

Must possess supervisory skills Financial Center Manager will be required to provide specific examples where employee contributed in areas of staff supervision and training. Financial Center Manager must provide written recommendation explaining details and setting specific examples of the employees abilities and experience with supervision, training, and operational skills.

Education:

High school diploma or equivalent

Banking courses

Experience:

More than 1 year Teller experience

Customer service experience

Supervisory experience

Demonstrated ability to work well with co-workers and provide direction and support

Supervisory Skills

Skills & Knowledge:

Demonstrated superior customer service skills

Strong communication skills

Solid computer skills

Strong interpersonal skills

Can work in flexible (cross-trained) environment

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

Sr Manager, Technical Accounting

Oracle • Boston, MA • 25min ago

Finance, Accounting & Banking

Job Description As a Senior Manager in our growing and dynamic Technical Accounting team at Oracle, you will be responsible for understanding the finer details of proposed or executed transactions through review of avail...

25min ago

Go to Apply

Global Finance Lead, Converse

Nike • Boston, MA • 1h ago

Finance, Accounting & Banking

WHO YOU'LL WORK WITH The Global Finance Lead serves a key role on Converse's Global Finance team and reports directly to the Global Finance Director. They partner with the Converse CFO and Senior Leadership to deliver fi...

1h ago

Go to Apply

Associate Director, R&D Finance

Takeda Pharmaceuticals • Cambridge, MA • 1h ago

Finance, Accounting & Banking

By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda's Privacy Notice (...

1h ago

Go to Apply

Manager, Finance

Manulife • Boston, MA • 1h ago

Finance, Accounting & Banking

The Manager, Finance, is a key member of the Global Wealth and Asset Management FP&A team and has matrixed accountability into the CFO Finance team. You will be accountable for providing accurate, timely, and relevan...

1h ago

Go to Apply

Manager, R&D Finance

Takeda Pharmaceuticals • Cambridge, MA • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Oracle Cloud Finance - Manager

PwC • Boston, MA • 1h ago

Finance, Accounting & Banking

Specialty/Competency: Oracle Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity...

1h ago

Go to Apply

Oracle Finance Implementation Consultant - Experienced Associate

PwC • Boston, MA • 1h ago

Finance, Accounting & Banking

Specialty/Competency: Oracle Industry/Sector: HI X-Sector Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of busin...

1h ago

Go to Apply

2026 Summer Intern - Private Wealth Management Multi-manager Investment Platform Boston

CIBC • Boston, MA • 5h ago

Finance, Accounting & Banking

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions,...

5h ago

Go to Apply

Banking Customer Team Lead $30/HR - HYBRID

TEKsystems • Wakefield, MA • 10h ago

Finance, Accounting & Banking

IMMEDIATE BUSINESS TEAM SPECIALIST JOB OPPORTUNITY OPPORTUNTIY TO WORK FOR ONE OF THE LARGEST BANKING ORGANIZATIONS IN THE AREA FULL TIME OPPORTUNITY WITH ROOM FOR ADVANCEMENT REMOTE AFTER ON SITE TRAINING WAKEFIELD, MA...

10h ago

Go to Apply

Accounts Payable / Staff Accountant - Boston, MA

Boston Health Care for the Homeless Program • Boston, MA • 18h ago

Finance, Accounting & Banking

Who We Are: Since 1985, BHCHP's mission has been to ensure unconditionally equitable and dignified access to the highest quality health care for all individuals and families experiencing homelessness in greater Boston. O...

18h 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.