Personal Banker

Company Description Beacon Bank is a full-service regional bank serving customers across the Northeast and operating as a subsidiary of Beacon Financial Corporation (NYSE: BBT). Headquartered in Boston, the bank manages $24 billion in assets and more than 145 branches throughout New England and New York, offering broad opportunities for career growth. Through Beacon Bank, the company provides tailored commercial, cash management, asset-based lending, retail, consumer, and residential banking products and services. It also offers equipment financing through Eastern Funding, SBA lending via its 44 Business Capital division, and private wealth services through Clarendon Private, creating a diverse financial services environment for team members.Role Description The Personal Banker is a full-time, on-site role based in Carmel, NY. This role is responsible for building relationships with customers, understanding their financial needs, and recommending appropriate banking products and services. Day-to-day responsibilities include opening new accounts, processing deposits and withdrawals, assisting with basic lending products, and supporting customers with digital and in-branch banking services. The Personal Banker will handle customer inquiries, resolve issues promptly, ensure compliance with bank policies and regulatory requirements, and contribute to branch sales and service goals. The role involves collaborating with branch teammates to deliver a consistent, high-quality customer experience and supporting community-focused banking initiatives.Qualifications Strong customer service skills, including active listening, problem-solving, and relationship-building abilities.Experience in personal banking, including opening new accounts and handling deposits and other routine transactions.Foundational knowledge of finance and banking products, with the ability to explain options clearly to customers.Attention to detail and accuracy in processing transactions and maintaining customer records.Effective verbal and written communication skills and comfort interacting with diverse customers and colleagues.Ability to work on-site, manage multiple tasks, and meet branch performance and compliance standards.Prior experience in a retail banking or financial services environment is preferred.High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.