Universal Banker - Floater

Universal Banker (Floater)

Boston- Fenway area- Will work in multiple locations

$20-$24 per hour based on location and experience

Perm

Onsite

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.

• 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.
• 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.
  
  

If interested, please reach out to jalercio@kbwfinancial.com

KBW789