Personal Banker

Beacon Business Bank; San Mateo (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k)

Health insurance

Vision insurance

Job summary

Beacon Business Bank is seeking a Personal Banker to support daily branch operations, deliver exceptional service, and build positive client relationships. You will process client transactions, handle inquiries, and assist with service requests while supporting sales and operational goals.

The ideal candidate is detail-oriented, client-focused, and capable of balancing accuracy with efficiency in a fast-paced banking environment.

Qualifications

• 1–3 years of banking, teller, or operations experience preferred.

Responsibilities

• Provide prompt, professional service to all clients.
• Assist clients with account inquiries, transactions, and service requests.
• Educate clients on bank products and cross-selling opportunities.
• Resolve client concerns and escalate as needed.
• Accurately process daily transactions and balance cash drawer.
• Support branch operations and maintain records.

Skills

Customer service

Cash handling

Attention to detail

Communication

Interpersonal skills

Time management

Team collaboration

Microsoft Office

Education

High school diploma

Associate degree

Bachelor's degree

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Beacon Business Bank is seeking a Personal Banker to support daily branch operations while delivering exceptional service and building positive relationships with our clients. This position is responsible for processing client transactions, assisting with account inquiries and service requests, identifying client banking needs, and supporting the overall operations and performance of the branch.

The ideal candidate is detail-oriented, client-focused, and able to balance accuracy with efficiency in a fast-paced banking environment. This role plays an important part in creating a positive client experience while supporting the Bank's service, sales, and operational goals.

Key Responsibilities:

Customer Service & Client Support

• Provide prompt, professional, and courteous service to all clients.
• Assist clients with account inquiries, transactions, and service requests.
• Educate clients on bank products and services and identify appropriate cross-selling opportunities.
• Resolve client concerns and escal…

Transaction Processing

• Accurately process daily transactions, including deposits, withdrawals, transfers, and payments.
• Handle cash, checks, and negotiable instruments in accordance with Bank policies and procedures.
• Balance cash drawer and maintain accurate transaction records.
• Ensure transactions are completed efficiently and in compliance with applicable policies and procedures.
• Identify client needs and refer appropriate banking products and services.
• Support branch sales goals through referrals and client engagement.
• Promote a relationship-based, client-first approach to banking.

Operational Support

• Assist with daily branch operations and administrative tasks.
• Maintain accurate records and documentation.
• Assist with account maintenance and other client service requests as needed.
• Help maintain a professional, organized, and welcoming branch environment.

Compliance & Risk Management

• Adhere to applicable regulatory requirements and Bank policies and procedures.
• Follow established internal controls and procedures to minimize risk.
• Maintain the confidentiality of client and Bank information.
• Identify and report suspicious or unusual activity in accordance with Bank procedures.

Qualifications

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
• 1–3 years of banking, teller, or operations experience preferred.
• Strong cash-handling and transactional accuracy skills.
• Working knowledge of banking regulations and compliance practices preferred.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities and work efficiently in a fast-paced environment.
• Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Customer service and relationship building
• Attention to detail and accuracy
• Communication and interpersonal skills
• Problem-solving and adaptability
• Time management and efficiencyTeam collaboration

The annual salary range for this position is $50,000–$65,000, based on experience and qualifications.

Benefits include:

• 401(k)
• Health insurance
• Vision insurance

Beacon Business Bank is an Equal Opportunity Employer and considers qualified applicants without regard to protected characteristics in accordance with applicable federal, state, and local laws.

Qualified applicants with arrest and conviction records will be considered in accordance with applicable fair chance laws.

Beacon Business Bank is a drug-free workplace and complies with applicable ADA requirements.

California Privacy Notice:

CA Privacy Notice to Applicants and Employees