Join to apply for the Relationship Banker role at Berkshire Bank
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Join to apply for the Relationship Banker role at Berkshire Bank
Division: Retail Banking
Department: Various – Branch Network
Reports to: Financial Center Manager
Status: Non-Exempt
Grade: 6
Pay Range: $19.00 - $31.86
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Sheffield, MA - 103 N Main St
Purpose/Objective
Provides exceptional experiences while educating clients on a wide variety of products and services. Builds 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, builds relationships, and establishes new accounts. Originates/closes consumer loans and second mortgage products, ensures proper documentation, handles safe deposit rentals and access, and has working knowledge of Small Business applications. Uses tools like Relationship Builder and Salesforce to manage client interactions. Refers clients to Wealth, Insurance, Cash Management, and Mortgage services. Resolves client issues, manages lobby presence, and assists with digital banking adoption. Ensures compliance with banking regulations and internal policies. 60%
* Performs routine client service duties such as redeeming and exchanging savings bonds, check encashment, deposits, and loan processing. Provides backup support to managers and participates in branch meetings. 20%
* Participates in sales and referral programs to meet branch goals and supports community initiatives. Performs outreach for programs like CAREs. 20%
* Ensures compliance with all relevant laws, regulations, and policies to minimize risk and uphold ethical standards.
Requirements: Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry for the SAFE Act. Available for Saturday hours and travel as needed.
Education: High school diploma or equivalent
Experience: Proven experience in sales or customer service; cash handling and sales experience preferred
Skills & Knowledge: Strong communication, computer, interpersonal, problem-solving, and customer service skills. Cash handling experience preferred.
Berkshire Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
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