Relationship Banker & Teller — Grow Customer Journeys

Berkshire Bank Company; Newport (RI); On-site; USD 28,000 - 37,000; Full time

Job summary

Beacon Bank seeks a Universal Banker in Newport, RI to perform Teller and Personal Banking Representative duties, delivering exceptional service, processing transactions, opening accounts, and expanding customer relationships.

You will promote Beacon Bank products, educate clients on digital banking, and ensure compliance with policies and regulatory requirements across the branch network.

Qualifications

• High school diploma or equivalent is required.
• Associate's degree or banking courses are preferred.
• Prior teller or sales experience in a goal-oriented environment is desirable.
• Proven cash handling and customer service experience is required.
• 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 Word, Excel, Outlook.
• Ability to work flexible hours, including Saturdays and travel to nearby offices as required.

Responsibilities

• Provide outstanding customer experience at all points of contact.
• Build, retain, and expand customer relationships by recommending products and services.
• Educate and assist clients 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.
• Build and deepen relationship with customers by recognizing their needs and goals to make recommendations.
• Educate and offer a full range of financial products and services, including referrals to our business partners.
• Have basic knowledge of all lending products.
• Meet or exceed individual incentive goals and contribute to overall branch goals.
• Actively participate in all branch initiatives.
• Process financial transactions, including deposits, withdrawals, check cashing, loan payments, and other services.
• Maintain and balance a cash drawer daily within guidelines.
• Handle cash in an organized, timely, and accurate manner.
• Assist with daily branch responsibilities to ensure proper balancing and timely delivery of work to appropriate departments.
• Provide backup support to Teller Supervisors and participate in branch meetings.
• Accurately perform account opening procedures and maintenance requests.
• Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information.
• Ensure compliance with all banking regulations, policies and procedures, including BSA/AML.
• Act as a deterrent to robbery and fraud by adhering to procedures.

Skills

Superior customer service

Strong communication

Identify customer needs

Prioritize workflow

Multitask effectively

Detail-oriented

Time management

Basic computer skills

Education

High school diploma or equivalent

Associate's degree or banking courses preferred

Tools

Microsoft Office

Job description

Beacon Bank seeks a Universal Banker in Newport, RI to perform Teller and Personal Banking Representative duties, delivering exceptional service, processing transactions, opening accounts, and expanding customer relationships.

You will promote Beacon Bank products, educate clients on digital banking, and ensure compliance with policies and regulatory requirements across the branch network.