Berkshire Bank
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Universal Banker
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Berkshire Bank Location: Delmar, NY - 255 Delaware Ave Division: Retail Banking Department: Various – Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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. 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 demonstrating Berkshire Bank’s “BeFIRST” values and creating a positive and collaborative work environment. Excel at client service skills to promote a positive brand image for the Bank through face-to-face communication and telephone etiquette. Lead through lobby management and ensure prompt welcomes of assistance to clients. 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 (verbal/written) to promote a positive image for the Bank 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 in an organized, timely, and accurate fashion. Balances own cash drawer daily within 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 and timely delivery of work. Presents back-up support to Financial Center leadership as needed and participates in branch staff meetings.
Compliance
Ensures compliance with banking laws, rules, regulations, and policies to reduce risk and uphold ethical standards related to duties.
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 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 accessibility of our website or to request alternative methods of applying, please contact hr@berkshirebank.com. We endeavor to make this site accessible to any and all users.
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Universal Banker
role at
Berkshire Bank Location: Delmar, NY - 255 Delaware Ave Division: Retail Banking Department: Various – Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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. 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 demonstrating Berkshire Bank’s “BeFIRST” values and creating a positive and collaborative work environment. Excel at client service skills to promote a positive brand image for the Bank through face-to-face communication and telephone etiquette. Lead through lobby management and ensure prompt welcomes of assistance to clients. 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 (verbal/written) to promote a positive image for the Bank 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 in an organized, timely, and accurate fashion. Balances own cash drawer daily within 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 and timely delivery of work. Presents back-up support to Financial Center leadership as needed and participates in branch staff meetings.
Compliance
Ensures compliance with banking laws, rules, regulations, and policies to reduce risk and uphold ethical standards related to duties.
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 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 accessibility of our website or to request alternative methods of applying, please contact hr@berkshirebank.com. We endeavor to make this site accessible to any and all users.
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