Personal Banker: Build Relationships & Advise on Banking

Beacon Bank; Warwick (RI); On-site; USD 28,000 - 40,000; Full time

Job summary

Beacon Bank in Warwick, RI seeks a Personal Banker Representative to serve as a primary contact for clients, educate on banking products, and build lasting relationships. You will drive outbound outreach, assist with deposits, lending, and digital banking adoption while ensuring regulatory compliance.

The role emphasizes customer-centric sales, strong communication, and the ability to work in a fast-paced branch environment with flexibility for occasional travel to nearby offices.

Qualifications

• High school diploma or equivalent.
• At least 1 year in sales or banking.
• Excellent communication and customer service skills.
• Ability to comply with banking regulations and licensing requirements as needed.

Responsibilities

• Provide outstanding customer experience at all contact points.
• Engage customers and prospects; develop relationships and referrals.
• Advise on product selection and tailor deposits, lending, and business referrals.
• Educate customers on digital banking services and options.
• Ensure proper documentation and compliance for new accounts, loan requests, and account maintenance.
• Support branch initiatives and community involvement.

Skills

Superior customer service

Sales skills

Communication skills

Time management

Multitasking

Interpersonal skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Beacon Bank in Warwick, RI seeks a Personal Banker Representative to serve as a primary contact for clients, educate on banking products, and build lasting relationships. You will drive outbound outreach, assist with deposits, lending, and digital banking adoption while ensuring regulatory compliance.

The role emphasizes customer-centric sales, strong communication, and the ability to work in a fast-paced branch environment with flexibility for occasional travel to nearby offices.