Personal Banker: Relationship Builder & Solutions

Berkshire Bank Company; Leominster (MA); On-site; USD 28,000 - 40,000; Full time

Job summary

Berkshire Bank in Leominster, MA is seeking a Personal Banker Representative to serve as the primary contact for clients, delivering exceptional service and educating customers on banking products.

You will build relationships, conduct outreach to prospects and the community, while ensuring compliance with banking regulations and internal policies. This role emphasizes customer service, sales, and accurate account handling.

Qualifications

• High school diploma or equivalent.
• Minimum one year of sales or banking experience preferred.
• 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 SAFE Act licensing 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.
• 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.

Skills

Customer service

Communication

Needs assessment

Time management

Sales

Banking knowledge

Education

High School Diploma

Job description

Berkshire Bank in Leominster, MA is seeking a Personal Banker Representative to serve as the primary contact for clients, delivering exceptional service and educating customers on banking products.

You will build relationships, conduct outreach to prospects and the community, while ensuring compliance with banking regulations and internal policies. This role emphasizes customer service, sales, and accurate account handling.