Division: Asset Management
Department: Investment Services
Reports to: Financial Advisor Team Lead
Status: Non-Exempt
Grade: 8
Pay Range: $21.55 - $36.63
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: Rutland, VT
Purpose/Objective:
During tax season, prioritizes helping Lead Tax Preparer and taking on tax responsibility. Year round provides high level administrative support in the office to Advisors. Takes ownership of client/advisor issues and needs and find solutions with minimal supervision in accordance with established guidelines. Plays an active leadership role in supporting the tax preparation services, while also focusing on client retention. The Tax Assistant must be able to work in a very busy environment and juggle multiple priorities while handling sensitive and confidential client information.
Key Accountabilities:
. Assists in several areas related to tax preparation services. Heavy emphasis on tax preparations with potential for assembly of tax returns, contacting clients, and logging tax payment checks, etc. when needed. 30%
. Provides daily support to office advisors by processing request for funds, account setup, account maintenance, tracking client annual reviews. Acts as a liaison to clients by handling telephone inquiries, setting up appointments with investment advisors, forming strong working relationship with client base. Assists with communication efforts by preparing correspondence, memos, reports, and newsletters in support of BBIS and bank-wide initiatives. Prepares materials for committees, performance reporting and presentations. Provides for maintenance of electronic investment materials and documents. 50%
. Provides support for office compliance duties both for Beacon Bank as well as Commonwealth Financial Services. This includes quarterly self-monitoring, annual internal and external audits and all customer information procedures. Provides support to all areas of the Berkshire Banc Investment Services team as needed including other duties as necessary to ensure customer service excellence and smooth operations of the department. 10%
. Ensures own compliance with all banking and securities laws, rules, regulations and prescribed policies, practices and procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. 10%
Education:
. Bachelor's degree required, Accounting or Finance
Experience:
. Prior industry experience, a plus
Skills & Knowledge:
- High level administrative skills
- Strong computer skills and proficient in the use of Microsoft Office products
- Learn Commonwealth Financial specific applications
- Excellent written/verbal communication skills
- Ability to compose correspondence with minimal detail
- Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic environment
- Detail oriented; high degree of accuracy
- Customer service excellence
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 [email protected].
Requirements: Division: Retail Banking
Department: Various � Branch Network
Reports to: Financial Center Manager
Status: Non-Exempt
Grade: 7
Location:�50-52 Main Street, Chatham, NY
Purpose/Objective:
Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team members and while ensuring that the entire team is consistently providing excellent customer service.
Key Accountabilities:
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Educates clients on our products and services offered in the branches and digitally. Initiates, processes and closes various loans, including Consumer, Home Equities and Small Business. 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. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can assist clients with adoption. Ensures proper documentation and compliance for all new accounts and account maintenance. 35%
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Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the best in the employees, by educating, coaching, developing, and training employees. Monitors quality and efficiency of client experience in the branch, including the Branch Consistency Standards. Communicates Bank policies, programs, and objectives. Takes on a leadership role in conducting staff meetings and morning huddles. Maintains awareness of Federal and state banking regulations and branch security program. May review and approve legal documents related to accounts. Stays abreast of new products, services, and promotions and educates and supports the entire branch team. 35%
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Provides ongoing assistance in managing day-to-day branch operations; opens and closes the branch while ensuring adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client transactions and exceptions as needed. Ensures the branch maintains a professional appearance and supply inventory levels. Reviews various branch reports; may oversee monthly branch audit process. 20%
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Provides input for staff performance management. May recommend salary adjustments and transfers. Resolves routine personnel problems and provides support in counseling or disciplinary actions. Assists with interviewing potential candidates and in making hiring decisions. May manage time and attendance for staff. May also be responsible for weekly scheduling of branch staff as well as the monthly Saturday schedule. 10%
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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:
3-5 years of branch banking experience
Demonstrated ability in decision making, handling difficult situations, initiative, and leadership
Skills & Knowledge:
Excellent customer service/sales skills
Decision making and problem-solving skills
Written/verbal communication skills
Ability to handle multiple tasks
Strong interpersonal skills
Supervisory/management skills
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
