Personal Banker | Customer Growth & Financial Solutions

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

Job summary

Beacon Bank is seeking a Personal Banker Representative in Leominster, MA. You will serve as the primary contact, educate customers on banking products, and build relationships while ensuring compliance with banking regulations.

Role involves outbound outreach, handling deposits and lending referrals, and providing support for digital banking services. Non-Exempt, 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 Word, Excel, Outlook.
• Eligible for registration in SAFE Act and other licensing as required.
• Ability to work flexible hours, including Saturdays and travel to nearby offices.
• Cash handling experience preferred.

Responsibilities

• Provide outstanding customer experience at all points of contact.
• Engage customers and prospects, build rapport, and develop new relationships.
• Advise customers on product selection and deliver tailored solutions.
• Educate customers on digital banking services and options.
• Handle complex customer issues and ensure compliance with policies.
• Participate in outbound campaigns and community involvement to develop business.
• Ensure proper documentation and compliance for new accounts and loan requests.
• Perform customer service and maintenance transactions and protect customer information.

Skills

Customer service

Sales skills

Communication

Interpersonal skills

Time management

Problem solving

Education

High school diploma

Tools

Microsoft Office

Job description

Beacon Bank is seeking a Personal Banker Representative in Leominster, MA. You will serve as the primary contact, educate customers on banking products, and build relationships while ensuring compliance with banking regulations.

Role involves outbound outreach, handling deposits and lending referrals, and providing support for digital banking services. Non-Exempt, with flexible hours including Saturdays.