Personal Banker

BayCoast Bank

. Deliver professional, friendly, and efficient service through live video interactions via Interactive Teller Machines (ITMs) .

Posted 10/22/2026full-timeSwansea • Massachusetts • United StatesJunior💰 $37,050 - $45,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and sales within a banking environment, utilizing video technology for efficient interactions. Proficient in transaction processing, compliance documentation, and relationship development to enhance customer satisfaction and operational efficiency.

Highest-signal resume keywords

Customer Service ExperienceSales ExperienceKnowledge Of Banking ProductsSalesforce ProficiencyBilingual: Portuguese/Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingCompliance DocumentationAccount MaintenanceCash HandlingProblem Resolution

Soft Skills

Verbal CommunicationInterpersonal SkillsAttention To DetailMulti-taskingTeam Collaboration

Tools & Technologies

Interactive Teller MachinesSalesforce

Industry Keywords

BankingCustomer Identification ProceduresCTR ReportingRetail EnvironmentCustomer Financial Needs

About the role

Key responsibilities & impact

Deliver professional, friendly, and efficient service through live video interactions via Interactive Teller Machines (ITMs)
Respond to customer inquiries and resolve routine issues
Process customer transactions involving cash, checks, deposits, withdrawals, transfers, and loan payments
Ensure compliance with customer identification and security procedures
Identify customer financial needs and recommend appropriate products and services
Generate referrals to Bank departments and affiliated business partners
Participate in relationship development meetings, campaigns, sales initiatives, training programs, meetings, and contests
Use Salesforce to document leads, referrals, and opportunities
Process and balance daily teller transactions
Monitor ATM and ITM cash levels and coordinate service requests
Balance ATM and ITM cashboxes and complete daily machine reconciliations
Process account maintenance requests, debit card PIN resets, travel notifications, and credit card payments
Complete CTR reporting and other compliance-related documentation when required
Respond to customer issues and make sound decisions that minimize risk
Maintain accurate records, logs, and transaction documentation
Support branch operations by performing Customer Service Associate duties when needed
Collaborate with team members to ensure excellent customer service and operational efficiency
Contribute to a positive team environment and support community involvement initiatives

Requirements

What you’ll need

Minimum 12 months of sales and/or customer service experience in a retail environment
Strong verbal communication and interpersonal skills
Comfortable interacting with customers through video technology
Ability to multi-task and work within multiple computer systems simultaneously
Strong problem-solving skills and attention to detail
Knowledge of banking products and services preferred
Ability to handle customer complaints and routine problem resolution independently
Bilingual: Portuguese/Spanish a plus but not required
Ability to sit for extended periods and work on a computer throughout the day
Ability to lift and carry up to 50 lbs., including coin bags
Flexibility to work extended hours, evenings, and weekends as needed
Ability to attend remote meetings and travel when required
Commitment to maintaining confidentiality and safeguarding customer information

Benefits

Comp & perks

Health, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Professional development opportunities
Educational assistance
Tuition assistance
Defined Benefit Pension Plan
Employee banking perks
Career advancement opportunities