PT Universal Banker
Beacon Bank, Lebanon, CT, United States
Division:
Retail Banking
Department:
Various – Branch Network
Reports to:
Branch Manager
Status:
Non-Exempt
Grade:
5
Salary Range:
$20.00 - $27.13
Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location:
Lebanon, CT – 17.5 hours per week – Non-benefits eligible
Purpose/Objective:
Identifies customer needs to make needs‑based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as the Bank’s main point of customer contact; maintains working knowledge of established policies and operating procedures.
Key Accountabilities
Customer Service – 50%
Creates an exceptional client experience by demonstrating Berkshire Bank’s “BeFIRST” values, displaying energy and spirit to create a positive and collaborative work environment.
Excels at client service skills at all times to promote a positive brand image for the Bank through face‑to‑face communication and telephone etiquette. Leads through lobby management, ensures prompt welcomes and assistance to clients, and genuinely thanks clients for their business.
Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet client needs.
Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), always promoting a positive image for the Bank and building client loyalty.
Explains Bank policy and procedures to clients and resolves routine service concerns.
Asks clients questions related to their finances and manages relationships with tools such as the Relationship Planner and Salesforce.
Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management, and Mortgage.
Is proficient in the digital banking space and assists clients with adoption.
Client Service Line Duties – 50%
Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust, in accordance with established Bank regulations, policies, and procedures.
Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures.
Handles large amounts of cash in an organized, timely and accurate fashion; balances own cash drawer daily within prescribed guidelines.
Acts as a significant deterrent of robbery and fraud loss to the Bank by following procedures and regulations and by knowing the client.
Assists in daily office work to ensure proper balancing of the branch and timely delivery of work to appropriate departments.
Provides backup to the Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed, and facilitates and participates in branch staff meetings.
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.
Available to work Saturday hours and travel to nearby offices as required.
Education
High school diploma or equivalent
Banking courses a plus
Experience
Proven experience in a goal‑oriented sales or customer service environment
Cash handling experience preferred
Sales experience preferred
Skills & Knowledge
Superior customer service skills
Strong communication (verbal/written) skills, with the ability to conduct face‑to‑face interaction
Ability to identify customer needs and make appropriate sales
Basic computer skills
Interpersonal skills
Beacon 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. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
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Retail Banking
Department:
Various – Branch Network
Reports to:
Branch Manager
Status:
Non-Exempt
Grade:
5
Salary Range:
$20.00 - $27.13
Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location:
Lebanon, CT – 17.5 hours per week – Non-benefits eligible
Purpose/Objective:
Identifies customer needs to make needs‑based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as the Bank’s main point of customer contact; maintains working knowledge of established policies and operating procedures.
Key Accountabilities
Customer Service – 50%
Creates an exceptional client experience by demonstrating Berkshire Bank’s “BeFIRST” values, displaying energy and spirit to create a positive and collaborative work environment.
Excels at client service skills at all times to promote a positive brand image for the Bank through face‑to‑face communication and telephone etiquette. Leads through lobby management, ensures prompt welcomes and assistance to clients, and genuinely thanks clients for their business.
Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet client needs.
Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), always promoting a positive image for the Bank and building client loyalty.
Explains Bank policy and procedures to clients and resolves routine service concerns.
Asks clients questions related to their finances and manages relationships with tools such as the Relationship Planner and Salesforce.
Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management, and Mortgage.
Is proficient in the digital banking space and assists clients with adoption.
Client Service Line Duties – 50%
Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust, in accordance with established Bank regulations, policies, and procedures.
Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures.
Handles large amounts of cash in an organized, timely and accurate fashion; balances own cash drawer daily within prescribed guidelines.
Acts as a significant deterrent of robbery and fraud loss to the Bank by following procedures and regulations and by knowing the client.
Assists in daily office work to ensure proper balancing of the branch and timely delivery of work to appropriate departments.
Provides backup to the Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed, and facilitates and participates in branch staff meetings.
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.
Available to work Saturday hours and travel to nearby offices as required.
Education
High school diploma or equivalent
Banking courses a plus
Experience
Proven experience in a goal‑oriented sales or customer service environment
Cash handling experience preferred
Sales experience preferred
Skills & Knowledge
Superior customer service skills
Strong communication (verbal/written) skills, with the ability to conduct face‑to‑face interaction
Ability to identify customer needs and make appropriate sales
Basic computer skills
Interpersonal skills
Beacon 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. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
#J-18808-Ljbffr