Branch Officer
Berkshire Bank - Niskayuna, NY

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Purpose/Objective :
Directs branch operations and generates sales of Bank products and services while ensuring consistently excellent customer service both individually and as the team leader of the entire branch.

Key Accountabilities :
Manages branch sales and operations; e.g., stays abreast of new products/services/promotions. Educates and trains staff, maintains awareness of Federal/state banking regulations. Promotes process improvement and expense control initiatives. Ensures proper appearance of branch, maintenance of equipment, appropriate inventory/supply levels. Ensures branch/staff conformity to branch security system and adherence to proper cash and balancing controls. 20%

Develops business; e.g., educates customers on products/services and advises appropriately based on needs, capitalizes on cross-selling opportunities. Promotes business development by contacting existing or potential customers to solicit business and promote products/services. Provides leadership and coaching to all team members in order to achieve quarterly branch goals via team meetings, in-branch campaigns and teller referrals. Refers business to other departments through the Company’s desktop referral system. Represents Bank in appropriate community organizations. Attends Chamber and outside events as a Bank representative for networking opportunity. Is an active and supportive member of all internal committees, programs and initiatives. 45%

Performs supervisory duties; e.g., coaching, performance management, salary adjustments, transfers, resolves personnel problems, advises and counsels subordinates, delegates workload, conducts team meetings. Ensures staff is highly skilled, cross-trained as needed, and motivated to meet branch goals and objectives. 20%

Utilizes customer service skills to determine and meet customer needs and performs more complex or unusual customer operations. Responds to routine legal issues; e.g., Powers of Attorney, estates, trusts. Ensures safe deposit box operation conforms to bank’s procedures. 5%

Serves as part of loan origination process; e.g., answers customer inquiries, collects information, processes loan applications (i.e. Mortgages, Home Equity, & Small Business Loans), performs loan closings where applicable. 10 %

Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable.

Branch Officer level is designated based on a combination of many factors, as well as individual branch needs and individual manager performance and capabilities.

Quantitative Factors : Evaluated Factors :
Deposit Size Branch Efficiency

Staff Size Branch Audit Results

Transaction Volume and Complexity Mystery Shop Results

Customer/Business Development Overall Branch Performance

Staff Development & Performance Management Manager’s Overall Performance

Staff Retention

Customer Retention

Associates Degree preferred, or equivalent work experience

5 years’ experience in branch banking

Supervisory experience

Skills & Knowledge:
Customer service/sales skills

Problem solving ability

Strong communication skills

Ability to handle multiple tasks

Technically proficient in operations & procedures

About this company
20 reviews
Berkshire Hills Bancorp is the holding company for Berkshire Bank, which serves individuals and small businesses through some 60 branches in...