Back to Jobs search

Universal Banker

Berkshire Bank • Moosup, CT • 8h ago

Division: Retail Banking

Department: Various Branch Network

Reports to: Branch Manager

Status: Non-Exempt

Grade: 5

Salary Range: $20.00 - $27.13

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: Moosup, CT - 344 Prospect St

Purpose/Objective:

Identifies 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.

Excels at client service skills at all times to promote a positive brand image for Bank through face-to-face communication and telephone etiquette. Leads through lobby management, ensures prompt welcomes of assistance to clients, and genuinely thanks 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.

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

Beacon 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 Administrator

American Arbitration Association • Johnston, RI • 1d ago

Finance, Accounting & Banking

Finance Administrator Location: Johnston, RI, United States Date Posted:Mar 30, 2026 The American Arbitration Association is an equal opportunity employer (EEO) and considers all employees and applicants for positions wi...

1d ago

Go to Apply

Distinguished Architect - Commercial Banking

Citizens • Johnston, RI • 3d ago

Finance, Accounting & Banking

Description 4 Days Hybrid from any of our locations in RI, Iselin NJ, MA, Nashville TN, Pittsburgh PA, Dallas TX or Phoenix AZ Role is not relocation eligible. Role Overview As a Distinguished Architect, you'll lead the...

3d ago

Go to Apply

Cost Accountant

Fujifilm • North Kingstown, RI • 5d ago

Finance, Accounting & Banking

Position Overview FUJIFILM Electronic Materials, U.S.A., Inc., is a global leader in chemical solutions which enable the semiconductor industry and the digital universe. We have an exciting opportunity at our North Kings...

5d ago

Go to Apply

Seasonal Teller

Berkshire Bank • Cranston, RI • 5d ago

Finance, Accounting & Banking

Division: Retail Banking Department: Various Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 4 Salary Range: $18.00 - $24.91 Salary range updated 2/26/2026. Actual compensation within the pay range wi...

5d ago

Go to Apply

Seasonal Teller

Berkshire Bank • East Greenwich, RI • 5d ago

Finance, Accounting & Banking

5d ago

Go to Apply

Asset Finance PM Team Lead

Citizens • Johnston, RI • 6d ago

Finance, Accounting & Banking

Description Asset Finance Portfolio Management Team Lead The Citizens Asset Finance (CAF) Portfolio Management Team Lead is a senior level professional position. Working in a team environment, this professional will over...

6d ago

Go to Apply

Senior Manager, SAP Finance Production Support Lead

CVS Health • Rhode Island, Rhode Island • 1w ago

Finance, Accounting & Banking

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate...

1w ago

Go to Apply

Accounts Receivable Specialist

Aston Carter • Pawcatuck, CT • 1w ago

Finance, Accounting & Banking

Job Title: Accounts Receivable SpecialistJob Description We are seeking an Accounts Receivable Specialist to support daily receivables operations and ensure timely, accurate financial processing. This role is ideal for s...

1w ago

Go to Apply

Executive Assistant (Private Bank/Consumer) - Rhode Island

Citizens • Johnston, RI • 1w ago

Finance, Accounting & Banking

Description We are seeking are seeking a proactive, professional, friendly and highly organized Executive Assistant. The incumbent will be responsible for providing high level administrative support for both the Head of...

1w ago

Go to Apply