Personal Banking Rep at Beacon Bank in Newton, MA

Summary: Beacon Bank is a retail banking institution seeking a Personal Banking Representative to serve as a primary point of contact for clients. The role involves providing exceptional customer service, educating customers on banking products, and building strong client relationships.

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
- 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

Required Qualifications:
- High school diploma or equivalent required
- Proven experience in a goal-oriented sales or customer service environment
- 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
- 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

Preferred Qualifications:
- Minimum one year of sales or banking experience preferred
- Cash handling experience preferred

Required Skills: Personal and business banking products knowledge, Sales skills, Customer service skills, Banking regulations compliance, BSA/AML compliance, Cash handling, Microsoft Office Word, Microsoft Office Excel, Microsoft Office Outlook, Notary licensing