Personal Banker: Relationship Builder & Solutions Expert

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

Job summary

Beacon Bank in Sheffield, MA is looking for a Personal Banker Representative who serves as the primary contact for clients, delivering exceptional service while educating customers on a wide range of banking products. You will build and maintain customer relationships, perform outreach to prospects and the community, and ensure compliance with banking regulations and internal policies.

The role requires strong communication, sales ability, and flexibility to work Saturdays and travel to nearby

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.
• 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 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

Needs analysis

Time management

Teamwork

Education

High school diploma or equivalent

Job description

Beacon Bank in Sheffield, MA is looking for a Personal Banker Representative who serves as the primary contact for clients, delivering exceptional service while educating customers on a wide range of banking products. You will build and maintain customer relationships, perform outreach to prospects and the community, and ensure compliance with banking regulations and internal policies.

The role requires strong communication, sales ability, and flexibility to work Saturdays and travel to nearby