Senior Universal Banker: Elevate Customer Relationships

Beacon Bank; Jefferson Valley (NY); On-site; USD 27,552 - 39,812; Full time

Job summary

Beacon Bank in Jefferson Valley, NY seeks a Sr. Universal Banker to perform Senior Teller and Personal Banking Representative duties, delivering outstanding customer experiences, processing transactions, opening new accounts, and expanding relationships.

The role promotes Beacon Bank products, supports digital banking, ensures policy compliance, and may mentor colleagues. Requires strong cash handling, sales, and communication skills; availability for varied hours including Saturdays.

Qualifications

• High school diploma or equivalent required; associate degree or banking courses preferred.
• Proven cash handling and customer service experience.
• Excellent communication and interpersonal skills.
• Ability to meet deadlines and manage multiple tasks.

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.
• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.

Skills

Customer service

Sales skills

Communication

Problem solving

Teamwork

Attention to detail

Education

High school diploma or equivalent

Associate’s degree or banking courses preferred

Tools

Microsoft Office

Job description

Beacon Bank in Jefferson Valley, NY seeks a Sr. Universal Banker to perform Senior Teller and Personal Banking Representative duties, delivering outstanding customer experiences, processing transactions, opening new accounts, and expanding relationships.

The role promotes Beacon Bank products, supports digital banking, ensures policy compliance, and may mentor colleagues. Requires strong cash handling, sales, and communication skills; availability for varied hours including Saturdays.