Client-Facing Personal Banker

Beacon Bank; West Hartford (CT); On-site; USD 27,552 - 39,950; Full time

Job summary

Beacon Bank in West Hartford, CT is seeking a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service while educating customers on a wide range of personal and business banking products.

You will build and maintain relationships, perform outreach to prospects and the community, and ensure compliance with banking regulations and internal policies, while supporting branch initiatives and digital services.

Qualifications

• High school diploma or equivalent required.
• Minimum one year of sales or banking experience preferred.
• Knowledge of bank products, services, and operating procedures.
• Excellent oral and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
• Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.

Responsibilities

• Provide an outstanding customer experience at all points of contact.
• Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposit, lending, and business partner referrals.
• Educate and assist customers with digital banking services and recommend convenient banking options.
• Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.

Skills

Customer service

Sales

Communication

Needs assessment

Time management

Multitasking

Education

High school diploma

Job description

Beacon Bank in West Hartford, CT is seeking a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service while educating customers on a wide range of personal and business banking products.

You will build and maintain relationships, perform outreach to prospects and the community, and ensure compliance with banking regulations and internal policies, while supporting branch initiatives and digital services.