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 We endeavor to make this site
accessible to any and all users. Berkshire Bank is an Equal Opportunity
Employer - all qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, or national origin. If you would like to
contact us regarding the accessibility of our website, need assistance
completing the application process, or would like to request alternative
methods of applying, please contact us at hr@berkshirebank.com.