Sr. Universal Banker (Float)

Beacon Bank; Northern (KY); Hybrid; USD 28,000 - 40,000; Full time

Job summary

Beacon Bank in West Roxbury, MA seeks a Sr. Universal Banker to blend teller duties with personal banking responsibilities. You will deliver an exceptional customer experience, process transactions, and actively expand customer relationships while promoting Beacon Bank products.

You will mentor colleagues, uphold compliance, and support digital banking engagement in a fast-paced branch environment.

Qualifications

• High school diploma or equivalent required; Associate’s degree or banking courses preferred.
• Prior teller or sales experience in a goal-oriented environment.
• Proven cash handling and customer service experience.
• Knowledge of bank products, services, and operating procedures.
• Excellent oral and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Must be eligible for SAFE Act registration and other licensing as required.
• Basic computer skills; familiarity with Word, Excel, Outlook.
• Ability to work flexible hours, including Saturdays and travel to nearby offices.

Responsibilities

• Provide outstanding customer experience at all contact points.
• Build and expand customer relationships by recommending products and services.
• Educate clients on digital banking and promote convenient options.
• Handle complex issues, explain policies, and resolve concerns.
• Support branch initiatives and participate in community outreach.

Skills

Customer service

Sales skills

Communication

Teamwork

Education

High school diploma

Associate's degree preferred

Tools

Microsoft Office

Online banking platforms

Job description

W. Roxbury, Massachusetts, United States

Job Description

Division: Retail Banking

Department: Various – Branch Network

Reports to: Branch Manager

Status: Non-Exempt

Grade: 6

Salary Range: $20.00 - $28.90

Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: West Roxbury, MA

Purpose/Objective

The Sr. Universal Banker position will be responsible to perform the job responsibilities of both a Senior Teller and a Personal Banking Representative. Deliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank’s products and services, and support digital banking engagement. Ensure compliance with all bank policies, procedures, and regulatory requirements. Takes personal initiative and can independently make sound business decisions. Mentor and coach to colleagues in areas of performance, product knowledge, and customer experience process.

Key Accountabilities

Customer Relationship Management

• 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.

Sales, Referrals & Incentive Goals

• 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.

Transaction Processing & Operations

• 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.

Branch Operations & Compliance

• 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.

Education

• High school diploma or equivalent required; Associate’s degree or banking courses preferred.

Experience

• Prior teller or sales experience in a goal-oriented environment.
• Proven cash handling and customer service experience.
• Knowledge of bank products, services, and operating procedures.
• Excellent oral and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.
• Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
• Ability to work flexible hours, including Saturdays and travel to nearby offices as required.

Skills & Knowledge

• Superior customer service and sales skills.
• Strong communication and interpersonal skills.
• Ability to identify customer needs and make appropriate recommendations.
• Ability to prioritize workflow, multi-task, and meet deadlines.
• Enthusiastic, goal-oriented, and customer-focused.
• Ability to analyze situations and solve complex issues.
• Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank’s core values. The Core Four are the guiding principles that illustrate what we stand for at Beacon Bank and how we serve our clients, colleagues and communities.

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us [e-mail] .

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Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at [e-mail] .

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