Universal Banker Pawling, NY

Berkshire Bank • Pawling, NY • 2h ago

29d Universal Banker #1597 Pawling, New York, United States Job Description Division: Retail BankingDepartment: Various - Branch NetworkReports to: Branch ManagerStatus: Non-ExemptGrade: 6Salary Range: $20.00 - $28.90 Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Pawling, NY - 144 RT 22Principal ObjectiveThe Flex Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. Teller Objective: A Flex Banker is responsible for processing financial transactions including deposits, withdrawals, check cashing and loan payments in an efficient and accurate manner while providing outstanding service to customers. Ensures every transaction is completed in accordance with bank policy and regulatory requirements. Ability to work effectively as part of a team in sharing and organizing workflow. Consistently provides exceptional customer service. Solve customer problems or refer them to the appropriate colleague. Recognizes opportunities to cross-sell the Bank's products and services to meet our customers' needs. Maintains confidentiality of bank records and customer information. Relies on instructions and pre-established guidelines to perform the functions of the job. Personal Banking Representative Objective: The Flex Banker will be responsible to develop new relationships as well as retain and expand existing customer relationships. The Flex Banker will have the opportunity to provide a combination of consumer and business banking services. Greet customers, build relationships, open new accounts and sell a full range of financial products and services exceeding the customers' expectations. Identifying customer's financial needs and delivering solution by offering our products and services to meet their needs. Proactively deepens existing relationships by uncovering needs. Develops new customer relationships capitalizing on in-bound inquiries and outbound business development. Engages in the bank's Incentive Program and exceeds individual sales goals and contributes to the overall branch goals. Takes personal initiative and embraces our vision to become the premier bank in the community.In this position, the Flex Banking Specialist is responsible for demonstrating excellent customer service in accordance with the Bank's commitment to deliver "World Class Service".Principal Duties and Responsibilities Provides excellent customer service, identifies customer needs and suggest appropriate line of products Proactively develops new customer relationships and expands relationship with existing customers. Possess good working knowledge of all depository products and alternate delivery services. Research and resolve all customer problems and inquires Good working knowledge of wire transfer policy and procedures Possess good working knowledge of all consumer-lending products Interview consumer loan applicants. Submit and close consumer and equity loans. Basic knowledge of small business lending products Consistently adhere to the bank policies and procedures regarding account sales, branch operations, security, compliance and regulatory. Educates customers with all products and services and alternate delivery channels such as; On-line Banking, Bill Pay, Mobile Banking, ATM and Cash Management services. Willingness to engage in outside business development activities including cold calling and community involvement Process teller transactions Meet or exceed incentive goals Contribute to the overall branch goals in sales and service Maintains a teller cash drawer and process complex transactionJob Specifications (Skills, Knowledge and Abilities Required) Good working kn

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