PT Universal Banker

Berkshire Bank•Burlington, MA

12h•Onsite

About The Position

The Universal Banker identifies customer needs to make needs-based sales and build customer loyalty. This role consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. The position performs general operational duties, including transactions for checking, savings, loans, and other assigned services. It also builds positive customer relations as the Bank’s main point of customer contact and maintains a working knowledge of established policies and operating procedures.

Requirements

High school diploma or equivalent
Proven experience in a goal-oriented sales or customer service environment
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

Nice To Haves

Banking courses a plus
Cash handling experience preferred
Sales experience preferred

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 of assistance to clients, and genuinely thanks clients for their business.
Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the 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.
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.