Job Description

Personal Banking Rep (Aquidneck Island) – Berkshire Bank Location: Aquidneck Island / Secondary location - Newport, RI Division: Retail Banking Department: Various – Branch Network Reports to: Branch 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. 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, builds relationships, 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. Uses tools such as the Relationship Builder and Salesforce to manage client relationships. Refers partnership solutions (Wealth, Insurance, Cash Management and Mortgage). Resolves routine and complex client issues. Leads through lobby management, ensures prompt welcomes of assistance to clients, and thanks clients for their business. Proficient in the digital banking space and can assist clients with adoption. Stays informed of banking regulations and internal policies/procedures related to products/services. Performs routine client service line duties as needed (redeems and exchanges savings bonds, check encashment, deposit and payment processing, processes check orders and loan documents, prepares client correspondence, and may open/process incoming mail). Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service line as needed and participates in branch team meetings. Participates in internal sales/referral programs to achieve branch goals and support bank-wide initiatives. Conducts outreach for initiatives such as the CAREs program and other community relations opportunities. Ensures compliance with banking laws, rules, regulations, and internal policies to reduce risk and uphold ethical standards related to duties. Qualifications 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, proficient computer skills, strong interpersonal skills, problem solving, excellent customer service, and cash handling. Equal Opportunity Employer 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. 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 [email protected]. Education & Seniority Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Banking We endeavor to make this site accessible to any and all users. Get notified about new Personal Banking Representative jobs in Middletown, RI. #J-18808-Ljbffr Berkshire Bank

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