Personal Banking Pro: Build Relationships & Sell Solutions

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

Job summary

Beacon Bank in Leominster, MA is seeking a Personal Banker Representative to serve as a primary contact for clients, educate on banking products, and build relationships. You will handle deposits, lending referrals, and digital banking guidance while ensuring compliance.

The role requires at least 1 year in sales or banking, strong communication, and the ability to travel to nearby offices as needed. Weekend hours and flexible scheduling may apply.

Qualifications

• High school diploma or equivalent required.
• Minimum one year of sales or banking experience preferred.
• Proven experience in a goal-oriented sales or customer service environment.
• Knowledge of bank products, services, and operating procedures.
• Excellent oral and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• 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.
• Ensure proper documentation and compliance for all new accounts, loan requests, and account maintenance.
• Perform customer service and maintenance transactions.
• Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices.
• Ensure compliance with all banking regulations, policies and procedures, including BSA/AML.
• Act as a deterrent to robbery and fraud by adhering to procedures.
• Provide backup support to branch management and participation in team meetings.

Skills

Customer service

Sales orientation

Communication

Interpersonal skills

Time management

Problem solving

Education

High school diploma

Tools

Microsoft Office

Job description

Beacon Bank in Leominster, MA is seeking a Personal Banker Representative to serve as a primary contact for clients, educate on banking products, and build relationships. You will handle deposits, lending referrals, and digital banking guidance while ensuring compliance.

The role requires at least 1 year in sales or banking, strong communication, and the ability to travel to nearby offices as needed. Weekend hours and flexible scheduling may apply.