Sr. Universal Banker

About the role

The Sr. Universal Banker position will perform the job responsibilities of both a Senior Teller and a Personal Banking Representative. The role aims to deliver an exceptional customer experience, build, retain, and expand customer relationships, and support digital banking engagement.

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.
• Process financial transactions, including deposits, withdrawals, check cashing, loan payments, and other services.
• Maintain and balance a cash drawer daily within guidelines.
• 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.

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.
• Eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.
• Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
• Ability to work flexible hours, including Saturdays and travel to nearby offices as required.

Qualifications

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

Skills & Knowledge

• 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.

Behavioral Expectations

• 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.