Universal Banker

Universal Banker – Berkshire Bank

Division: Retail Banking

Department: Various – Branch Network

Reports To: Branch Manager

Status: Non-Exempt

Grade: 5

Pay Range: $18.00 – $29.50

Location: Lenox, MA – 25 Main St

Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strive to satisfy customers by providing memorable experiences and champion digital engagement. Perform general operational duties, including transactions for checking, savings, loans, and other assigned services.

• Customer Service – 50%
  • Creates an exceptional client experience by demonstrating Berkshire Bank’s “BeFIRST” values, displaying energy and spirit in a positive, collaborative work environment.
  • Excellently performs client service skills, telephone etiquette, and face‑to‑face communication to promote a positive brand image.
  • Lead lobby management, ensure prompt welcomes and assist 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 that meet their needs.
  • Explains bank policy and procedures to clients and resolves routine service concerns.
  • Asks clients questions related to finances and manages relationships using tools such as the Relationship Planner and Salesforce.
  • Refers partnership solutions such as Wealth, Insurance, Cash Management, and Mortgage.
  • Profoundly understands the digital banking space and assists clients with adoption.
• Client Service Line Duties – 50%
  • Executes a wide variety of client transactions accurately and efficiently to build trust in accordance with bank regulations.
  • Maintains working knowledge of all bank products, regulations, policies, and procedures.
  • Handles large amounts of cash in an organized, timely, and accurate manner; balances own cash drawer daily.
  • Acts as a deterrent to robbery and fraud loss by following procedures, regulations, and knowing clients.
  • 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 to reduce risk and uphold ethical standards.

Requirements:

• Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable.
• Available to work Saturday hours and travel to nearby offices as required.
• Education:
  
  High school diploma or equivalent; banking courses a plus.
• Experience:
  
  Proven experience in a goal‑oriented sales or customer service environment; cash handling experience preferred; sales experience preferred.
• Skills & Knowledge:
  Superior customer service skills; strong verbal and written communication; ability to identify customer needs and make appropriate sales; basic computer skills; interpersonal skills.

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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

Entry level

Full‑time

Finance and Sales

Banking