Universal Banker

Universal Banker

The Universal Banker position will be responsible to perform the job responsibilities of both a 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.

Key Accountabilities:

• Customer Relationship Management
• Sales, Referrals & Incentive Goals
• Transaction Processing & Operations
• Branch Operations & Compliance

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. 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.

Behavioral Expectations

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 at View email address on click.appcast.io.