Relationship Banker

Berkshire Bank; Simsbury (CT); On-site; Full time

Job summary

A leading banking institution seeks a Relationship Banker to provide exceptional client experiences and educate them on a variety of financial products. The ideal candidate will lead client relationships, originate consumer loans, and actively engage in community outreach, ensuring compliance with regulations. This full-time role requires a high school diploma, strong communication skills, and a desire to excel in a customer-centric environment.

Qualifications

• Proven experience in a goal-oriented sales or customer service environment.
• Cash handling experience preferred.
• Strong verbal/written communication skills including telephone interactions.

Responsibilities

• Advises clients on product selection and establishes new accounts.
• Originates/closes consumer loans and ensures proper documentation.
• Participates in sales/referral programs to achieve branch goals.

Skills

Customer Service

Communication

Problem Solving

Sales Experience

Education

High school diploma or equivalent

Job description

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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: Simsbury, CT - 16 Albany Tpk

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

• High school diploma or equivalent
  
  

Experience

• Proven experience in a goal-oriented sales or customer service environment
• Cash handling experience preferred
• Sales experience preferred
  
  

Skills & Knowledge

• Strong verbal/written communication skills including telephone interactions
• Proficient computer skills
• Strong interpersonal skills
• Problem solving skills
• Excellent customer service skills
• Cash Handling
  
  

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

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