Jobs · Massachusetts

Service Associate I

Eastern Bank · East Wareham, MA · Yesterday
$22/hrFull-time
Starting Rate: $22.00 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized. Account Representative Duties: Works toward achieving specific individual sales and service goals through the following activities: - Opens deposit accounts - Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) - Closes loans for customers for applicable business lines (i.e. consumer lending) - Makes referrals to other bank business lines and third-party partners - Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio - Responsible for operational compliance and adherence to policy - Handles daily account maintenance and other service issues as necessary - Understands and provides support in achieving quarterly sales Teller Duties: - Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts - Cash checks for customers and non-customers according to bank policy - Process and properly record the sale of monetary instruments (i.e. official bank checks) - Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments - Process foreign currency purchases and sales - Process various types of loan payments and credit card cash advances - Relative to all duties, must adhere to all bank policies and procedures Individuals in this position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other. Qualifications: - Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor. - Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate. - High school diploma or equivalent required - 1-2 years of sales experience in a retail, financial services or hospitality environment preferred. - Some banking experience is preferred (e.g., teller or otherwise) is a plus. - Basic business acumen and professionalism is a must. - The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. - Ability to build relationships and strong alliances across the organization. - Ability to quickly learn all details about the products and services offered by the bank. Working Conditions: - Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact. - Incumbent must be able to transport items weighing 15 pounds or more.

Similar jobs