Personal Banker: Client Growth & Digital Banking Expert

Beacon-Bank; Leominster (MA); On-site; USD 28,000 - 40,000; Full time

Job summary

Beacon Bank in Massachusetts seeks a Personal Banker Representative to provide exceptional customer service, build relationships, and educate customers on banking products. You will support branch operations and sales efforts, helping clients select deposits, loans, and digital banking options, while ensuring compliance and a strong community presence.

The role requires a high school diploma and 1+ year of sales or banking experience, with flexible hours including Saturdays.

Qualifications

• High school diploma or equivalent required.
• Minimum one year of sales or banking experience preferred.
• Knowledge of bank products, services, and operating procedures.
• Excellent oral and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
• Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.
• Ability to work flexible hours, including Saturdays, and travel to nearby offices as required.
• Notary or other licensing as required.

Responsibilities

• Provide an outstanding customer experience at all points of contact.
• Engage customers and prospects, build rapport, and proactively develop new relationships.
• Advise customers on product selection, identify financial needs, and deliver tailored solutions.
• Educate and assist customers with digital banking services and convenient options.
• Handle complex customer issues, explain policies, and resolve service concerns.
• Participate in outbound calling campaigns, branch initiatives and community involvement.

Skills

Superior customer service

Strong communication

Identify customer needs

Prioritize workflow

Leadership

Problem solving

Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Office (Word, Excel, Outlook)

Job description

Beacon Bank in Massachusetts seeks a Personal Banker Representative to provide exceptional customer service, build relationships, and educate customers on banking products. You will support branch operations and sales efforts, helping clients select deposits, loans, and digital banking options, while ensuring compliance and a strong community presence.

The role requires a high school diploma and 1+ year of sales or banking experience, with flexible hours including Saturdays.