Personal Banking Specialist - Grow Relationships

Beacon Bank; South Kingstown (RI); On-site; USD 28,000 - 39,000; Full time

Job summary

Beacon Bank in North Kingstown, RI seeks a Personal Banker Representative to be the primary contact for clients, delivering exceptional service and educating customers on a wide range of personal and business banking products. Build and maintain customer relationships, perform outreach to prospects and the community, while ensuring compliance with banking regulations.

You will advise on deposits and lending, assist with digital banking, and handle complex issues, contributing to branch growth

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.

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

Communication

Relationship building

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Beacon Bank in North Kingstown, RI seeks a Personal Banker Representative to be the primary contact for clients, delivering exceptional service and educating customers on a wide range of personal and business banking products. Build and maintain customer relationships, perform outreach to prospects and the community, while ensuring compliance with banking regulations.

You will advise on deposits and lending, assist with digital banking, and handle complex issues, contributing to branch growth