Personal Banker: Drive Relationships & Solutions

Beacon Bank; Sheffield (MA); On-site; USD 42,000 - 60,000; Full time

Job summary

Beacon Bank in Sheffield, MA is seeking a Personal Banker Representative to serve as a primary point of contact for clients, educating customers on banking products and building lasting relationships. You will manage deposits, lending referrals, and digital banking support while meeting branch goals.

Ideal candidates have at least one year in sales or banking, strong communication, and the ability to work Saturdays or travel to nearby offices; knowledge of bank policies and compliance is

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.
• Cash handling experience preferred.
• 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 while retaining and expanding existing ones.
• Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposit, lending, and business partner referrals.
• Educate and assist customers with digital banking services and recommend convenient banking options.
• Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.

Skills

Customer service

Sales skills

Communication

Interpersonal skills

Time management

Education

High school diploma

Tools

Microsoft Office

Job description

Beacon Bank in Sheffield, MA is seeking a Personal Banker Representative to serve as a primary point of contact for clients, educating customers on banking products and building lasting relationships. You will manage deposits, lending referrals, and digital banking support while meeting branch goals.

Ideal candidates have at least one year in sales or banking, strong communication, and the ability to work Saturdays or travel to nearby offices; knowledge of bank policies and compliance is