Relationship Banking Specialist

Beacon Business Bank; San Mateo (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k)

Health insurance

Vision insurance

Job summary

Beacon Business Bank is seeking a Personal Banker to support daily branch operations, deliver exceptional service, and build positive client relationships. You will process client transactions, handle inquiries, and assist with service requests while supporting sales and operational goals.

The ideal candidate is detail-oriented, client-focused, and capable of balancing accuracy with efficiency in a fast-paced banking environment.

Qualifications

• 1–3 years of banking, teller, or operations experience preferred.

Responsibilities

• Provide prompt, professional service to all clients.
• Assist clients with account inquiries, transactions, and service requests.
• Educate clients on bank products and cross-selling opportunities.
• Resolve client concerns and escalate as needed.
• Accurately process daily transactions and balance cash drawer.
• Support branch operations and maintain records.

Skills

Customer service

Cash handling

Attention to detail

Communication

Interpersonal skills

Time management

Team collaboration

Microsoft Office

Education

High school diploma

Associate degree

Bachelor's degree

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Beacon Business Bank is seeking a Personal Banker to support daily branch operations, deliver exceptional service, and build positive client relationships. You will process client transactions, handle inquiries, and assist with service requests while supporting sales and operational goals.

The ideal candidate is detail-oriented, client-focused, and capable of balancing accuracy with efficiency in a fast-paced banking environment.