Personal Banker: Build Relationships & Solutions

Beacon-Bank; Rutland Town (VT); On-site; USD 40,000 - 55,000; Full time

Job summary

Beacon Bank in Rutland, VT is seeking a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service and educating customers on banking products. You will build relationships, conduct outreach, and support branch goals while ensuring compliance with banking regulations and internal policies.

The role focuses on helping customers select deposits and loans, expanding relationships, and providing access to digital banking tools.

Qualifications

• High school diploma or equivalent required.
• 1 year of sales or banking experience preferred.
• Knowledge of bank products and operating procedures.
• Excellent oral and written communication skills.
• Eligible for SAFE Act registration and other licensing as required.
• Ability to work flexible hours, including Saturdays and travel to nearby offices.

Responsibilities

• Provide outstanding customer experience at all points of contact.
• Engage customers and prospects, build rapport and develop relationships.
• Advise customers on product selection and deliver tailored solutions.
• Educate customers on digital banking services and options.
• Handle complex issues and ensure policy compliance.
• Participate in outbound campaigns and community outreach.

Skills

Customer service

Sales skills

Communication

Time management

Teamwork

Education

High school diploma

Tools

Microsoft Office

Job description

Beacon Bank in Rutland, VT is seeking a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service and educating customers on banking products. You will build relationships, conduct outreach, and support branch goals while ensuring compliance with banking regulations and internal policies.

The role focuses on helping customers select deposits and loans, expanding relationships, and providing access to digital banking tools.