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 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.