Relationship Banker

Join to apply for the Relationship Banker role at Berkshire Bank

2 days ago Be among the first 25 applicants

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. 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

Experience

Skills & Knowledge

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.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Banking

Referrals increase your chances of interviewing at Berkshire Bank by 2x

Get notified about new Relationship Banker jobs in Sheffield, MA .

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr