Personal Banker & Relationship Builder

Berkshire Bank; Sheffield (MA); On-site; USD 20,000 - 35,000; Full time

Job summary

Berkshire Bank in Sheffield, MA seeks a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service and educating customers on banking products. Build relationships, perform outreach to prospects and the community, while ensuring compliance with regulations and internal policies.

Responsibilities include advising on deposits and lending solutions, educating customers on digital services, and supporting branch initiatives.

Qualifications

• Minimum one year of sales or banking experience preferred.
• Proven experience in a goal-oriented sales or customer service environment.
• Knowledge of bank products, services, and operating procedures.
• Excellent oral and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
• Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.
• Ability to work flexible hours, including Saturdays and travel to nearby offices as required.
• Cash handling experience preferred.
• Notary or other licensing as required.

Responsibilities

• Provide an outstanding customer experience at all points of contact.
• Engage customers and prospects, build rapport, and proactively develop new relationships while retaining and expanding existing ones.
• Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposit, lending, and business partner referrals.
• Educate and assist customers with digital banking services and recommend convenient banking options.
• Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.
• Participate in internal sales and referral programs to achieve individual and branch goals.
• Engage in outbound business development, including prospecting and community involvement.
• Support bank-wide initiatives and contribute to the overall success of the bank.
• Ensure proper documentation and compliance for all new accounts, loan requests, and account maintenance.
• Perform customer service and maintenance transactions.
• Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices.
• Ensure compliance with all banking regulations, policies and procedures, including BSA/AML.
• Act as a deterrent to robbery and fraud by adhering to procedures.
• Provide backup support to branch management and participation in team meetings.

Skills

Superior customer service

Sales skills

Communication skills

Interpersonal skills

Needs assessment

Time management

Education

High school diploma or equivalent

Job description

Berkshire Bank in Sheffield, MA seeks a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service and educating customers on banking products. Build relationships, perform outreach to prospects and the community, while ensuring compliance with regulations and internal policies.

Responsibilities include advising on deposits and lending solutions, educating customers on digital services, and supporting branch initiatives.