Universal Banker (Float) - Medford, MA

  • Berkshire Bank
  • Medford, Massachusetts
  • Full Time

Division: Retail Banking
Department: Various - Branch Network
Reports to: Branch Manager
Status: Non-Exempt
Grade: 6
Salary Range: $20.00 - $28.90
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: Medford, MA
Purpose/Objective:
Identify 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 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 Beacon Bank's "BeFIRST" values displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.
* Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs
* Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty.
* Explains Bank policy and procedures to clients and resolves routine service concerns.
* Is adept at asking clients questions related to their finances and managing relationships with such tools 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 can assist 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 the prescribed balancing guidelines.
* Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client.
* Assists in daily... For full info follow application link.

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.

Job ID: 522932332
Originally Posted on: 5/29/2026

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