Customer Service Associate
Berkshire Bank Job In Ludlow, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 4 Salary Range: $17.00 - $26.55 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: Ludlow, MA - 431 Center St
Purpose/Objective:
Cultivate relationships with customers and promote the Bank's products and services by having conversations and referring to bankers. Recommend opportunities with our digital suite to help customers bank more conveniently. Performs a wide variety of customer service operations and general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as the Bank's main point of client contact; maintains working knowledge of established policies and operating procedures. Makes customer referrals in defined areas.
Key Accountabilities:
* Client Service - 50%
* Handles complex client issues while executing excellent customer service principles.
* Excel at client service skills at all times to promote a positive brand image for Bank 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.
* Explains Bank policy and procedures to customers.
* Assists clients with digital engagement and satisfaction.
* Cross-sells and refers non-traditional Bank products e.g., insurance & investments to meet established goals.
* Participate in outbound calling campaigns
* Transaction Duties - 50%
* Identify opportunities when processing transactions to meet clients' needs and refer opportunities to bankers
* Executes an extensive variety of customer 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 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 customer.
* Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. May assist with branch capture of transaction work and cash letter reports as needed.
* Provides back up and support to Branch Supervisor tasks as needed.
* Available to work Saturday hours and travel to nearby offices as required.
* 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 one's duties.
Education:
* High school diploma or equivalent
Experience:
* Prior transaction or teller experience preferred
* Prior customer service experience preferred
* Cash handling experience
Skills & Knowledge:
* Customer service skills
* Communication skills
* 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.
Customer Support Specialist
Berkshire Bank Job In Worcester, MA
Division: Retail Banking Department: Customer Support Center Reports to: Customer Support Manager Status: Non-Exempt Grade: 6 Pay 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: Worcester - 386 Main Street
Purpose/Objective:
Provides superior customer service and demonstrates desire to help responding to calls from both internal and external customers. Serves as the customer service telephone liaison for Berkshire Bank. Responds to inquiries, performs research to resolve issues, educates customers, and promotes Berkshire Bank's products and services. Identifies and offers new opportunities and solutions to meet customer's needs.
Key Accountabilities:
* Responds to incoming calls from both internal and external customers. Ensures excellent customer service by responding to general account inquiries, deposit and loan rate requests, information about products and services, Online Banking and ATM/Debit Card issues. Performs PIN resets, Online Banking and e-Statement set up and check order requests. Compiles information from customer and files EFT complaints for reports of unauthorized electronic activity on accounts. Follows through with all customer issues and provides ongoing assistance as needed. Identifies customer needs and offers new opportunities to customers by cross selling or referring to appropriate business line to deepen customer relationships. Supports and participates in bank initiatives and sales campaigns. 45%
* Researches and resolves customer issues; manages difficult situations. Follows up on all resolutions to ensure customer satisfaction. Identifies and escalates difficult customer situations to the appropriate party. Prepares customer correspondence as needed. 20%
* Processes all applicable customer account documentation to ensure compliance with Bank policy. 10%
* Stays abreast of products and service offered, applicable laws and regulations, and policies and procedures. Continually advances level of knowledge to ensure the development of a full-service, omni-channel contact center which may include account opening, loan applications, loan payments, live chat, and various other customer service requests. 10%
* Provides back up Sr. Customer Support Specialist to help coach and mentor new team members as needed. 5%
* 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 one's duties. 10%
Education:
* High School diploma
Experience:
* Minimum 1 year banking experience
* Experience working remotely or in a flexible environment.
Skills & Knowledge:
* Proficient with MS Office products (Word & Excel) and the Internet
* Problem solving ability
* Excellent customer service skills
* Ability to work in team environment
* Ability to multi-task
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.
Financial Center Manager
Berkshire Bank Job In Springfield, MA
Division: Retail Banking Department: Various - Branch Network Reports to: FVP, Regional Financial Center Manager Status: Exempt/Officer Grade: 9 Salary Range: $52,000 - $103,330 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: Springfield, MA - 1363 Allen St Purpose/Objective: Leverage your leadership and communication skills to grow the Bank through our products and services and maintain operational excellence while ensuring an exceptional client experience as the leader of your financial center. Key Accountabilities: * Develops Business: educates clients on products/services and advises appropriately based on needs, capitalizes on cross-selling opportunities. Promotes business development by contacting and calling on existing or potential clients to solicit business and promote products/services. Provides leadership and coaching to all team members in order to achieve quarterly branch goals via team meetings, in-branch campaigns and teller referrals. Refers business to other departments through the Company's SalesForce referral system. Represents Bank in appropriate community organizations and lives the company's corporate social responsibility values. Attends Chamber and outside events as a Bank representative for networking opportunity. Is an active and supportive member of all internal committees, programs, and initiatives. 40% * Manages Financial Center Sales & Operations: stays abreast of new products/services/promotions. Educates and trains staff, maintains awareness of Federal/state banking regulations. Ensures team executes Financial Center Consistency standards and provides an exceptional client experience. Excel at client service skills at all times to promote a positive brand image for Bank 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. Promotes process improvement and expense control initiatives. Ensures proper appearance of branch, maintenance of equipment, appropriate inventory/supply levels. Ensures branch/staff conformity and adherence to compliance, security and operations policies and procedures to ensure operational excellence. 25% * Performs Supervisory Duties: coaching, performance management and people development, salary adjustments, transfers, resolves personnel problems, advises, and counsels subordinates, delegates workload, conducts team meetings. Ensures staff is highly skilled, cross-trained as needed, and motivated to meet financial center goals and objectives. 20% * Serves as part of Loan Origination Process: answers client inquiries, collects information, processes loan applications (i.e. Consumer, Mortgages (referred), Home Equity, & Small Business Loans), performs loan closings where applicable. 10% * Responds to Routine Legal Issues: Powers of Attorney, estates, trusts. 5% * Lives Berkshire Bank's Be FIRST values and is a champion of corporate social responsibility and ethical standards. Utilizes client service skills to determine and meet client needs and performs more complex or unusual client operations. * 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 one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required. Financial Center Manager or AVP, Financial Center Manager level is designated based on a combination of many factors, as well as individual branch needs and individual manager performance and capabilities. Quantitative Factors: *
Deposit Size * Staff Size * Transaction Volume and Complexity * Customer/Business Development * Staff Development & Performance Management * Staff Retention Evaluated Factors: *
Financial Center Efficiency * Financial Center Audit Results * Customer Experience Rating * Overall Financial Center Performance * Manager's Overall Performance Education: * Associate's Degree preferred or equivalent work experience Experience: * 5 years of experience in branch banking * Supervisory experience Skills & Knowledge: * Customer service/sales skills * Problem solving ability * Strong communication skills * Ability to handle multiple tasks * Technically proficient in operations & procedures 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.
Relationship Banker
Berkshire Bank Job In Sheffield, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Pay 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: Sheffield, MA - 103 N Main St
Purpose/Objective:
Provides exceptional experiences while educating clients on a wide variety of products and services. Lead builder of client relationships in the financial center and performs outreach to clients, prospects, and the community. Ensures proper documentation and compliance for all new accounts, loan requests, and account maintenance.
Key Accountabilities:
* Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer loans and second mortgage products, ensures proper documentation for all account maintenance, and handles safe deposit rentals and access where applicable. Has a working knowledge of Small Business and can accept applications as needed. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Resolves routine and complex client issues or problems. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Is proficient in the digital banking space and can assist clients with adoption. Stays abreast of all banking regulations and internal policies/procedures regarding products/services. 60%
* May perform routine client service line duties as redeems and exchanges savings bonds, check encashment, deposit and payment processing, processes check orders and loan documents, prepares client correspondence, and may open and process incoming mail. Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service line as needed and facilitates and participates in branch team meetings. 20%
* Participates in all internal sales/referral programs in order to achieve branch goals and support all bank-wide initiatives. Perform outreach to clients for such initiatives as the banks CAREs program and other community relations opportunities. 20%
* 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 one's duties.
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.
Education:
* High school diploma or equivalent
Experience:
* Proven experience in a goal-oriented sales or customer service environment
* Cash handling experience preferred
* Sales experience preferred
Skills & Knowledge:
* Strong verbal/written communication skills including telephone interactions
* Proficient computer skills
* Strong interpersonal skills
* Problem solving skills
* Excellent customer service skills
* Cash Handling
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.
Financial Center Supervisor
Berkshire Bank Job In Pittsfield, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Pay 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: Lenox, MA - 495 Pittsfield-Lenox Rd
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 CSA's 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 one's 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 employee's 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
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.
Collector
Berkshire Bank Job In Pittsfield, MA
Division: Risk Management Department: Collections Reports to: VP, Retail Collections Manager Status: Non-Exempt Grade: 5 Salary Range: $18.00 - $29.50 Purpose/Objective: This position is accountable for the collection of delinquent consumer loans in order to contribute to the soundness of the consumer loan portfolio through prompt collection of delinquent accounts while assuring legal compliance.
Key Accountabilities:
* Review and research delinquent accounts to verify payment history and consumer loan status. Performs outreach via telephone and documents contacts with delinquent borrowers to communicate delinquent status. May authorize a revised payment schedule. Is also responsible for processing received payments as well as, incoming and outgoing department mail. 100%
* 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 one's duties.
Education:
* High school diploma or equivalent
Experience:
* General business experience desirable
* Collections experience desirable
Skills & Knowledge:
* Communication skills
* Organizational 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.
PT Universal Banker
Berkshire Bank Job In Southwick, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Southwick, MA - 608 College Hwy
22 hours per week
Benefits eligible
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
Financial Center Manager
Berkshire Bank Job In Ludlow, MA
Division: Retail Banking Department: Various - Branch Network Reports to: FVP, Regional Financial Center Manager Status: Exempt/Officer Grade: 9 Salary Range: $52,000 - $103,330 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: Ludlow, MA - 431 Center St Purpose/Objective: Leverage your leadership and communication skills to grow the Bank through our products and services and maintain operational excellence while ensuring an exceptional client experience as the leader of your financial center. Key Accountabilities: * Develops Business: educates clients on products/services and advises appropriately based on needs, capitalizes on cross-selling opportunities. Promotes business development by contacting and calling on existing or potential clients to solicit business and promote products/services. Provides leadership and coaching to all team members in order to achieve quarterly branch goals via team meetings, in-branch campaigns and teller referrals. Refers business to other departments through the Company's SalesForce referral system. Represents Bank in appropriate community organizations and lives the company's corporate social responsibility values. Attends Chamber and outside events as a Bank representative for networking opportunity. Is an active and supportive member of all internal committees, programs, and initiatives. 40% * Manages Financial Center Sales & Operations: stays abreast of new products/services/promotions. Educates and trains staff, maintains awareness of Federal/state banking regulations. Ensures team executes Financial Center Consistency standards and provides an exceptional client experience. Excel at client service skills at all times to promote a positive brand image for Bank 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. Promotes process improvement and expense control initiatives. Ensures proper appearance of branch, maintenance of equipment, appropriate inventory/supply levels. Ensures branch/staff conformity and adherence to compliance, security and operations policies and procedures to ensure operational excellence. 25% * Performs Supervisory Duties: coaching, performance management and people development, salary adjustments, transfers, resolves personnel problems, advises, and counsels subordinates, delegates workload, conducts team meetings. Ensures staff is highly skilled, cross-trained as needed, and motivated to meet financial center goals and objectives. 20% * Serves as part of Loan Origination Process: answers client inquiries, collects information, processes loan applications (i.e. Consumer, Mortgages (referred), Home Equity, & Small Business Loans), performs loan closings where applicable. 10% * Responds to Routine Legal Issues: Powers of Attorney, estates, trusts. 5% * Lives Berkshire Bank's Be FIRST values and is a champion of corporate social responsibility and ethical standards. Utilizes client service skills to determine and meet client needs and performs more complex or unusual client operations. * 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 one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required. Financial Center Manager or AVP, Financial Center Manager level is designated based on a combination of many factors, as well as individual branch needs and individual manager performance and capabilities. Quantitative Factors: *
Deposit Size * Staff Size * Transaction Volume and Complexity * Customer/Business Development * Staff Development & Performance Management * Staff Retention Evaluated Factors: *
Financial Center Efficiency * Financial Center Audit Results * Customer Experience Rating * Overall Financial Center Performance * Manager's Overall Performance Education: * Associate's Degree preferred or equivalent work experience Experience: * 5 years of experience in branch banking * Supervisory experience Skills & Knowledge: * Customer service/sales skills * Problem solving ability * Strong communication skills * Ability to handle multiple tasks * Technically proficient in operations & procedures 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.
PT Customer Service Associate
Berkshire Bank Job In North Adams, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 4 Pay Range: $17.00 - $26.55 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: North Adams, MA - 37 Main St
23 hours per week
Benefits eligible
Purpose/Objective:
Cultivate relationships with customers and promote the Bank's products and services by having conversations and referring to bankers. Recommend opportunities with our digital suite to help customers bank more conveniently. Performs a wide variety of customer service operations and general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as the Bank's main point of client contact; maintains working knowledge of established policies and operating procedures. Makes customer referrals in defined areas.
Key Accountabilities:
* Client Service - 50%
* Handles complex client issues while executing excellent customer service principles.
* Excel at client service skills at all times to promote a positive brand image for Bank 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.
* Explains Bank policy and procedures to customers.
* Assists clients with digital engagement and satisfaction.
* Cross-sells and refers non-traditional Bank products e.g., insurance & investments to meet established goals.
* Participate in outbound calling campaigns
* Transaction Duties - 50%
* Identify opportunities when processing transactions to meet clients' needs and refer opportunities to bankers
* Executes an extensive variety of customer 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 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 customer.
* Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. May assist with branch capture of transaction work and cash letter reports as needed.
* Provides back up and support to Branch Supervisor tasks as needed.
* Available to work Saturday hours and travel to nearby offices as required.
* 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 one's duties.
Education:
* High school diploma or equivalent
Experience:
* Prior transaction or teller experience preferred
* Prior customer service experience preferred
* Cash handling experience
Skills & Knowledge:
* Customer service skills
* Communication skills
* 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.
Assistant Financial Center Manager
Berkshire Bank Job In Great Barrington, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 7 Pay Range: $20.50 - $35.99 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: Great Barrington, MA - 244 Main St
Purpose/Objective:
Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team members and while ensuring that the entire team is consistently providing excellent customer service.
Key Accountabilities:
* Educates clients on our products and services offered in the branches and digitally. Initiates, processes and closes various loans, including Consumer, Home Equities and Small Business. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can assist clients with adoption. Ensures proper documentation and compliance for all new accounts and account maintenance. 35%
* Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the best in the employees, by educating, coaching, developing, and training employees. Monitors quality and efficiency of client experience in the branch, including the Branch Consistency Standards. Communicates Bank policies, programs, and objectives. Takes on a leadership role in conducting staff meetings and morning huddles. Maintains awareness of Federal and state banking regulations and branch security program. May review and approve legal documents related to accounts. Stays abreast of new products, services, and promotions and educates and supports the entire branch team. 35%
* Provides ongoing assistance in managing day-to-day branch operations; opens and closes the branch while ensuring adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client transactions and exceptions as needed. Ensures the branch maintains a professional appearance and supply inventory levels. Reviews various branch reports; may oversee monthly branch audit process. 20%
* Provides input for staff performance management. May recommend salary adjustments and transfers. Resolves routine personnel problems and provides support in counseling or disciplinary actions. Assists with interviewing potential candidates and in making hiring decisions. May manage time and attendance for staff. May also be responsible for weekly scheduling of branch staff as well as the monthly Saturday schedule. 10%
* 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 one's duties.
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.
Education:
* High school diploma or equivalent
Experience:
* 3-5 years of branch banking experience
* Demonstrated ability in decision making, handling difficult situations, initiative, and leadership
Skills & Knowledge:
* Excellent customer service/sales skills
* Decision making and problem-solving skills
* Written/verbal communication skills
* Ability to handle multiple tasks
* Strong interpersonal skills
* Supervisory/management 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
Float Universal Banker
Berkshire Bank Job In Webster, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Webster, MA - 25 Worcester Rd
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
Assistant Financial Center Manager
Berkshire Bank Job In Ludlow, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 7 Pay Range: $20.50 - $35.99 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: Ludlow, MA - 431 Center St
Purpose/Objective:
Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team members and while ensuring that the entire team is consistently providing excellent customer service.
Key Accountabilities:
* Educates clients on our products and services offered in the branches and digitally. Initiates, processes and closes various loans, including Consumer, Home Equities and Small Business. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can assist clients with adoption. Ensures proper documentation and compliance for all new accounts and account maintenance. 35%
* Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the best in the employees, by educating, coaching, developing, and training employees. Monitors quality and efficiency of client experience in the branch, including the Branch Consistency Standards. Communicates Bank policies, programs, and objectives. Takes on a leadership role in conducting staff meetings and morning huddles. Maintains awareness of Federal and state banking regulations and branch security program. May review and approve legal documents related to accounts. Stays abreast of new products, services, and promotions and educates and supports the entire branch team. 35%
* Provides ongoing assistance in managing day-to-day branch operations; opens and closes the branch while ensuring adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client transactions and exceptions as needed. Ensures the branch maintains a professional appearance and supply inventory levels. Reviews various branch reports; may oversee monthly branch audit process. 20%
* Provides input for staff performance management. May recommend salary adjustments and transfers. Resolves routine personnel problems and provides support in counseling or disciplinary actions. Assists with interviewing potential candidates and in making hiring decisions. May manage time and attendance for staff. May also be responsible for weekly scheduling of branch staff as well as the monthly Saturday schedule. 10%
* 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 one's duties.
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.
Education:
* High school diploma or equivalent
Experience:
* 3-5 years of branch banking experience
* Demonstrated ability in decision making, handling difficult situations, initiative, and leadership
Skills & Knowledge:
* Excellent customer service/sales skills
* Decision making and problem-solving skills
* Written/verbal communication skills
* Ability to handle multiple tasks
* Strong interpersonal skills
* Supervisory/management 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
Universal Banker
Berkshire Bank Job In Pittsfield, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Pittsfield, MA - 39 Cheshire Rd
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
PT Universal Banker
Berkshire Bank Job In Pittsfield, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Pittsfield, MA - 66 West St
20 hours per week
Benefits eligible
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
PT Universal Banker
Berkshire Bank Job In Longmeadow, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Longmeadow, MA - 138 Longmeadow St
18 hours per week
Non-benefits eligible
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
Universal Banker
Berkshire Bank Job In Great Barrington, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Great Barrington, MA - 244 Main St
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
Universal Banker
Berkshire Bank Job In Springfield, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Springfield, MA - 1363 Allen St
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
PT Universal Banker
Berkshire Bank Job In Worcester, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Worcester, MA - 993 Grafton St
20 hours per week
Benefits eligible
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
Universal Banker
Berkshire Bank Job In Worcester, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: Worcester, MA - 560 Park 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 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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.
PT Universal Banker
Berkshire Bank Job In South Hadley, MA
Division: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 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: South Hadley, MA - 74 Lamb St
17 hours per week
Non-benefits eligible
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 displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank 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 (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 one's 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.
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.