Berkshire Bank
Overview
Float Universal Banker – Holden, MA Location: Holden, MA - 1055 Main St Pay Range: $18.00 - $29.50 Status: Non-Exempt Division: Retail Banking | Department: Various - Branch Network | Reports to: Financial Center Manager | Grade: 5 Posted: 08/15/2025 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 Bank\'s 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 displaying Berkshire Bank\'s "BeFIRST" values to create a positive and collaborative work environment. Excel at client service skills to promote a positive brand image 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 client\'s needs Demonstrates excellent client service skills, telephone etiquette and communication to promote a positive image and build client loyalty. Explains Bank policy and procedures to clients and resolves routine service concerns. Asks clients questions related to their finances and manages relationships with tools such 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 a wide variety of client transactions accurately and efficiently to build client relationships and trust in accordance with Bank regulations, policies, and procedures. Maintains working knowledge of all products offered by the Bank and related regulations, policies, and procedures. Handles cash accurately, balances own cash drawer daily within prescribed guidelines. Acts as a deterrent to robbery and fraud loss by following procedures 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 participates in branch staff meetings.
Ensures compliance with all banking laws, rules, regulations, and policies to reduce risk and uphold ethical standards. Other 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 skills (verbal/written) 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 at hr@berkshirebank.com.
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Float Universal Banker – Holden, MA Location: Holden, MA - 1055 Main St Pay Range: $18.00 - $29.50 Status: Non-Exempt Division: Retail Banking | Department: Various - Branch Network | Reports to: Financial Center Manager | Grade: 5 Posted: 08/15/2025 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 Bank\'s 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 displaying Berkshire Bank\'s "BeFIRST" values to create a positive and collaborative work environment. Excel at client service skills to promote a positive brand image 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 client\'s needs Demonstrates excellent client service skills, telephone etiquette and communication to promote a positive image and build client loyalty. Explains Bank policy and procedures to clients and resolves routine service concerns. Asks clients questions related to their finances and manages relationships with tools such 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 a wide variety of client transactions accurately and efficiently to build client relationships and trust in accordance with Bank regulations, policies, and procedures. Maintains working knowledge of all products offered by the Bank and related regulations, policies, and procedures. Handles cash accurately, balances own cash drawer daily within prescribed guidelines. Acts as a deterrent to robbery and fraud loss by following procedures 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 participates in branch staff meetings.
Ensures compliance with all banking laws, rules, regulations, and policies to reduce risk and uphold ethical standards. Other 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 skills (verbal/written) 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 at hr@berkshirebank.com.
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