Senior Universal Banker: Client Growth & Digital Banking

Beacon Bank

Boston (MA)

On-site

USD 27,552 - 38,572

Full time

14 days+
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Job summary

Beacon Bank in Brighton, MA is seeking a Sr. Universal Banker to perform the duties of a Senior Teller and Personal Banking Representative.

You will deliver exceptional customer service, process transactions, open new accounts, and proactively grow customer relationships, while ensuring regulatory compliance and mentoring colleagues. The role emphasizes cross-training across branch operations and a strong focus on sales goals, with flexibility to support multiple offices and Saturday hours as

Qualifications

  • High school diploma or equivalent; banking courses preferred.
  • Prior teller or sales experience in a goal-oriented environment.
  • Excellent oral and written communication skills.
  • Cash handling and customer service experience.
  • Knowledge of bank products and operating procedures.
  • Ability to work flexible hours including Saturdays and travel to nearby offices.
  • Eligible for registration in the SAFE Act and other licensing as required.
  • Basic computer skills; familiarity with MS Office (Word, Excel, Outlook).

Responsibilities

  • Provide an outstanding customer experience at all points of contact.
  • Build, retain, and expand customer relationships by recommending products and services.
  • Educate clients with digital banking services and promote convenient banking options.
  • Handle complex customer issues, explain policies, and resolve service concerns.
  • Participate in branch initiatives and community involvement to develop new business.
  • Process transactions and maintain a cash drawer daily.
  • Balance cash drawer and assist with daily branch responsibilities.
  • Open new accounts and maintain compliance with procedures.

Skills

Customer service
Sales skills
Communication
Interpersonal skills
Needs assessment
Prioritization
Multi-tasking
Deadline management
Teamwork
Customer-focused

Education

High school diploma or equivalent
Associate's degree or banking courses preferred

Tools

Microsoft Office

Job description

Beacon Bank in Brighton, MA is seeking a Sr. Universal Banker to perform the duties of a Senior Teller and Personal Banking Representative.

You will deliver exceptional customer service, process transactions, open new accounts, and proactively grow customer relationships, while ensuring regulatory compliance and mentoring colleagues. The role emphasizes cross-training across branch operations and a strong focus on sales goals, with flexibility to support multiple offices and Saturday hours as

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