Client-Focused Personal Banker

Beacon Bank; Newtonville (MA); On-site; USD 27,552 - 38,572; Full time

Job summary

Beacon Bank in Newtonville, MA is hiring a Personal Banker Representative to deliver exceptional service, educate customers on banking products, and build lasting relationships within the community.

The role requires sales-driven experience, strong communication, and the ability to handle deposit, lending, and digital banking solutions while ensuring compliance with banking regulations.

Qualifications

• High school diploma or equivalent required.
• Minimum one year of sales or banking experience preferred.
• Excellent oral and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Cash handling experience preferred.
• Notary or 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.
• Ensure proper documentation and compliance for all new accounts, loan requests, and account maintenance.

Skills

Customer service

Sales skills

Communication skills

Needs assessment

Prioritization

Problem solving

Education

High school diploma

Tools

Microsoft Office

Job description

Beacon Bank in Newtonville, MA is hiring a Personal Banker Representative to deliver exceptional service, educate customers on banking products, and build lasting relationships within the community.

The role requires sales-driven experience, strong communication, and the ability to handle deposit, lending, and digital banking solutions while ensuring compliance with banking regulations.