PT Universal Banker

Division: Retail Banking • Department: Various – Branch Network • Reports to: Branch Manager • Status: Non-Exempt • Grade: 5 • Location: Canterbury, CT • 20 hours per week

About the role

Identifies customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank’s main point of customer contact; maintains working knowledge of established policies and operating procedures.

Responsibilities

• Creates an exceptional client experience by demonstrating Berkshire Bank’s “BeFIRST” values, displaying energy and spirit to create a positive and collaborative work environment.
• Excels at client service skills at all times to promote a positive brand image for Bank through face-to-face communication and telephone etiquette.
• Leads through lobby management, ensures prompt welcomes and assistance to clients, and genuinely thanks clients for their business.
• Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client’s needs.
• Demonstrates excellent client service skills, telephone etiquette, and communication (verbal/written) abilities at all times 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.
• Assists clients with digital banking adoption and proficiency.
• Executes a 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 a deterrent to robbery and fraud loss 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 backup to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates branch staff meetings.
• Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards.
• Available to work Saturday hours and travel to nearby offices as required.

Requirements

• High school diploma or equivalent (banking courses a plus).
• Proven experience in a goal-oriented sales or customer service environment.
• Cash handling experience preferred.
• Sales experience preferred.

Skills

• 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.

Pay

Salary Range: $20.00 - $27.13 per hour. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.