Personal Banking Rep - Providence, RI

Division:
Retail Banking
Department:
Various - Branch Network

Reports to:

Branch Manager
Status:
Non-Exempt
Grade: 6
Pay Range: $20.00 - $28.90
Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location:

Providence, RI

Purpose/Objective:
The Person al Banker Representative serves as a primary point of contact for clients, providing exceptional service while educating customers on a wide variety of personal and business banking products. Build and maintain customer relationships, perform outreach to prospects and the community, while ensuring compliance with all banking regulations and internal policies.

• 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.

• High school diploma or equivalent required.

• Minimum one year of sales or banking experience preferred.
• 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.
• Cash handling experience preferred.
• Notary or other licensing 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.

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

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.