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About the Role

The Universal Banker position combines the responsibilities of a Teller and a Personal Banking Representative. This role focuses on delivering exceptional customer experiences, processing transactions, opening new accounts, and proactively developing, retaining, and expanding customer relationships. You will also cultivate relationships, promote Beacon Bank’s products and services, and support digital banking engagement, ensuring compliance with all bank policies, procedures, and regulatory requirements.

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.
Build and deepen relationships 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.
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.
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.

Requirements

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.
Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank’s core values.

Skills

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.

Location

Rome, NY

Work Type

Full-time

Experience Level

Not specified

Education Level

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

Salary/Compensations

$20.00 - $27.13

About the Company

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.

Equal Opportunity

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 hr@berkshirebank.com.