Division: Risk Management
Department: Enterprise Risk Management
Reports to: Third Party Risk Manager
Status: Non-Exempt
Grade: 7
Pay Range: $20.50 - $32.12
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: MA, RI, NY, CT
Purpose/Objective:
Partner with various lines of business across the Organization to facilitate
documentation updates, assessment, review, and improvement of information
captured on third party profiles and their related records and questionnaires
within the Archer GRC Platform. This position will operate independently and as
part of a team to provide support to lines of business to ensure their third
party records are complete, and all information captured follows appropriate
guidelines and procedures.
Key Accountabilities:
Manage the third party profile and related record inventory through the
collection of required due diligence and ongoing monitoring information from
lines of business. Work closely with assigned lines of business to ensure
accurate input of current or prospective third party services, gather
appropriate documentation and launch required assessments. Escalate
risk-related issues identified through this process.
Identify gaps in record and documentation quality and work with assigned
lines of business to address necessary updates.
Monitor the status of all open risk, control, and stakeholder assessments to
ensure timely and accurate completion by the lines of business. Escalate past
due assessments as appropriate. Review completed assessments and educate
lines of business on accurate completion.
Track requested and open third party exceptions. Review regularly with lines
of business the nature of the request and monitor progress of any remediation
work being performed.
Deliver excellent internal customer service by providing appropriate
assistance to the various divisions of the Organization with the use and
execution of the Archer GRC Platform. Solicit feedback from the business
lines on suggested improvements. Provide training material to the business
lines for reference.
Assist the Third Party Risk Manager on any special projects as needed.
Assume additional responsibilities and duties as necessary to ensure
department objectives are met.
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.
Education:
Associate’s degree in business or equivalent experience.
Experience:
Minimum 1+ years of banking and customer service experience.
Experience in various risk management, compliance, and regulatory areas
preferred.
Skills & Knowledge:
Strong organizational and time management skills.
Attention to detail, ability to prioritize work and maintain multiple
projects simultaneously.
Ability to work both independently and as part of a team to deliver quality
work in a timely fashion in a fast-paced environment.
Flexibility and ability to think creatively and to identify new ways to
approach old problems.
Ability to work well with people from many different disciplines with varying
degrees of technical experience.
Proven problem solving and analytical skills.
PC Skills including Microsoft PC Skills including Microsoft Office products.
Excellent verbal and written communication skills.
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 hr@berkshirebank.com [hr@berkshirebank.com].
Qualifications
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:
�
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%
�
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%
�
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%
�
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%
�
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