Universal Banker

Beacon Bank•Ludlow Village, VT

5d•$20 - $27•Onsite

About The Position

The Universal Banker performs the responsibilities of both a Teller and a Personal Banking Representative. The role delivers an exceptional customer experience, processes transactions, opens new accounts, and proactively develops, retains, and expands customer relationships. It promotes Beacon Bank products and services, supports digital banking engagement, and ensures compliance with bank policies, procedures, and regulatory requirements. The position is based at 152 Main St, Ludlow, Vermont, within the Retail Banking division and Branch Network. It reports to the Branch Manager and is classified as non-exempt, Grade 5. The pay range is $20.00–$27.13; actual compensation depends on factors including skills, relevant experience, and work location.

Requirements

High school diploma or equivalent required.
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.
Basic computer skills and familiarity with Microsoft Office, including Word, Excel, and Outlook.
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, multitask, and meet deadlines.
Enthusiastic, goal-oriented, and customer-focused approach.
Ability to analyze situations and solve complex issues.
Demonstrate teamwork, adaptability, accountability, and leadership in alignment with Beacon Bank’s core values.

Nice To Haves

Associate’s degree or banking courses preferred.

Responsibilities

Provide an outstanding customer experience at all points of contact.
Build, retain, and expand customer relationships by identifying needs and recommending appropriate products and services.
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.
Offer financial products and services, including referrals to business partners, and contribute to individual incentive and overall branch goals.
Maintain basic knowledge of lending products and participate actively in branch initiatives.
Process deposits, withdrawals, check cashing, loan payments, and other financial transactions.
Maintain and balance a cash drawer daily within guidelines; handle cash accurately and in an organized, timely manner.
Assist with daily branch responsibilities, ensuring proper balancing and timely delivery of work to appropriate departments.
Provide backup support to Teller Supervisors and participate in branch meetings.
Perform account openings and maintenance requests accurately.
Follow bank policies and procedures, protect bank assets and customer confidentiality, and comply with Customer Information Practices.
Comply with banking regulations, policies, and procedures, including BSA/AML requirements.
Deter robbery and fraud by adhering to established procedures.