Personal Banking Advisor: Growth, Service & Outreach

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

Job summary

Beacon Bank in Newton Centre, MA, is seeking a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service while educating customers on a wide range of personal and business banking products. You will build relationships, perform outreach to prospects and the community, and ensure compliance with banking regulations and internal policies.

The role covers deposits, lending and referrals, with emphasis on digital banking education and community

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 (SAFE Act) and other licensing as required.
• Ability to work flexible hours, including Saturdays and travel to nearby offices as required.

Responsibilities

• Provide an outstanding customer experience at all points of contact.
• Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposits, lending, and business referrals.
• Educate customers on digital banking services and recommend convenient banking options.
• Handle complex customer issues, explain policies and procedures, and resolve service concerns.
• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.
• Perform customer service and maintenance transactions.

Skills

Customer service

Sales experience

Communication

Cash handling

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Beacon Bank in Newton Centre, MA, is seeking a Personal Banker Representative to serve as a primary contact for clients, delivering exceptional service while educating customers on a wide range of personal and business banking products. You will build relationships, perform outreach to prospects and the community, and ensure compliance with banking regulations and internal policies.

The role covers deposits, lending and referrals, with emphasis on digital banking education and community