Personal Banker - Client Advisor & Growth Builder

Berkshire Bank; Newton Centre (MA); On-site; USD 27,552 - 39,950; Full time

Job summary

Beacon Bank is seeking a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service and educating customers on banking products. Build relationships, perform outreach to prospects and the community, and ensure adherence to banking regulations.

Responsibilities include advising on deposits, lending, and referrals, educating on digital banking, and supporting branch initiatives.

Qualifications

• Provide outstanding customer experience at all points of contact.
• Advise customers on product selection and financial needs.

Responsibilities

• Engage customers and prospects, build rapport, and develop new relationships.
• Educate customers on digital banking services and convenient options.
• Handle complex customer issues and ensure compliance with policies.

Skills

Customer service

Sales skills

Communication

Interpersonal skills

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Beacon Bank is seeking a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service and educating customers on banking products. Build relationships, perform outreach to prospects and the community, and ensure adherence to banking regulations.

Responsibilities include advising on deposits, lending, and referrals, educating on digital banking, and supporting branch initiatives.