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About the Role
The Sr. Personal Banking Representative is a primary customer contact, providing exceptional service and educating customers on banking products. This role involves building customer relationships, community outreach, ensuring regulatory compliance, and making sound business decisions. Additionally, the representative will mentor colleagues on performance, product knowledge, and customer experience.
Responsibilities
- Provide an outstanding customer experience at all points of contact.
- Engage customers and prospects, build rapport, and proactively develop new relationships while retaining and expanding existing ones.
- Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposit, lending, and business partner referrals.
- Educate and assist customers 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.
- Participate in internal sales and referral programs to achieve individual and branch goals.
- Engage in outbound business development, including prospecting and community involvement.
- Support bank-wide initiatives and contribute to the overall success of the bank.
- Provide coaching to colleagues on an “as needed” basis in areas of account opening, error resolution and customer service.
- Ensure proper documentation and compliance for all new accounts, loan requests, and account maintenance.
- Perform customer service and maintenance transactions.
- 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.
- Provide backup support to branch management and participation in team meetings.
Requirements
- High school diploma or equivalent required.
- Minimum one year of sales or banking experience required.
- Proven results in a goal-oriented sales or customer service environment.
- Demonstrated strength in team leadership preferred.
- 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).
- Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.
- Ability to work flexible hours, including Saturdays and travel to nearby offices as required.
- Cash handling experience preferred.
- Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank’s core values.
Skills
- Superior customer service and relationship building skills.
- Strong communication and interpersonal skills.
- Ability to identify customer needs and make appropriate recommendations.
- Willingness to mentor and coach branch colleagues as needed.
- Ability to prioritize workflow, multi-task, and meet deadlines.
- Enthusiastic, goal-oriented, and customer-focused.
- Ability to analyze situations and solve complex issues.
Location
- Kent, NY (Carmel)
Work Type
- Full-time
Experience Level
- 1+ year sales or banking experience
- Team leadership experience preferred
Education Level
- High school diploma or equivalent
Salary/Compensations
- $20.50 - $32.12 per hour
About the Company
- Beacon Bank is an Equal Opportunity Employer.
Equal Opportunity
- 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 hr@berkshirebank.com.