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Berkshire Bank · 10 hours ago

Personal Banking Rep - 181 Bellevue Avenue Newport, RI

Newport, RI

Full-time

Onsite

New Grad, Entry Level

$20/hr - $28.01/hr

Berkshire Bank is a retail banking institution seeking a Personal Banking Representative to provide exceptional client experiences and build relationships within the financial center. The role involves advising clients on product selection, managing account documentation, and ensuring compliance with banking regulations while participating in sales initiatives and community outreach.

BankingFinancial Services

Responsibilities

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

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

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

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