Flex Banker

Division: Retail Banking

Department: Various – Branch Network

Financial Center Manager

Purpose/Objective 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 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.

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.

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.

Proven cash handling and customer service experience.

Knowledge of bank products, services, and operating procedures.

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.

Ability to identify customer needs and make appropriate recommendations.

Enthusiastic, goal-oriented, and customer-focused.

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.