Senior Banking Specialist: Customer Relationships & Accounts

Berkshire Bank Company; Boston (MA); On-site; USD 28,000 - 40,000; Full time

Job summary

Beacon Bank in Boston, MA, seeks a Sr. Universal Banker to perform the duties of Senior Teller and Personal Banking Representative. You will deliver exceptional service, process transactions, open new accounts, and proactively expand relationships, while promoting Beacon Bank products and digital tools.

The role requires compliance with bank policies and strong customer focus. You will mentor colleagues, support branch initiatives, and maintain accurate cash handling.

Qualifications

• High school diploma or equivalent required; associate's degree or banking courses preferred.
• Prior teller or sales experience in a goal-oriented environment.
• Excellent oral and written communication skills.
• Must be eligible for registration in SAFE Act and other licensing as required.
• Flexibility to work Saturdays and travel to nearby offices as required.

Responsibilities

• Provide an outstanding customer experience at all points of contact.
• Build, retain, and expand customer relationships by recommending products and services to meet customer needs.
• 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.
• Process financial transactions, including deposits, withdrawals, check cashing, loan payments, and other services.
• Maintain and balance a cash drawer daily within guidelines.
• Accurately perform account opening procedures and maintenance requests.
• 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.
• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.

Skills

Customer service

Sales

Communication

Cash handling

Digital banking

Education

High school diploma or equivalent

Associate's degree or banking courses preferred

Tools

Microsoft Office

Job description

Beacon Bank in Boston, MA, seeks a Sr. Universal Banker to perform the duties of Senior Teller and Personal Banking Representative. You will deliver exceptional service, process transactions, open new accounts, and proactively expand relationships, while promoting Beacon Bank products and digital tools.

The role requires compliance with bank policies and strong customer focus. You will mentor colleagues, support branch initiatives, and maintain accurate cash handling.