Jobs · OTHR · Massachusetts

Service Associate I

Eastern Bank · Cambridge, MA · 3 wk ago
On-siteOTHR$22/hrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where posting has real specific content. We have: - Starting Rate: $22.00 Actual pay may vary... So we have pay info: Starting Rate $22.00, note may vary. So we can include Pay section with that detail. - Benefits: "Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information." Also later: "We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement." So we have benefits details. So Benefits section. - Schedule: Not mentioned explicitly. There's Working Conditions: ability to remain stationary, transport items 15 lbs. No schedule. So we should not include Schedule. - About the role: The job description includes description of role: Service Associates are skilled in duties of both CSR and Teller. Also "Individuals in this position will have a mixture of time between platform and teller line." So we can have About the role section. - Responsibilities: There's "Major Responsibilities:" then bullet list of duties. Also "Account Representative Duties:" and "Teller Duties:" with lists. So we can combine into Responsibilities section with
  • . - Requirements/Qualifications: There's "Qualifications:" with bullet list of qualifications. Also "Working Conditions:" maybe part of Requirements? Could be separate but we can include under Requirements or Qualifications. The instruction: Use headings for Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Qualifications content. We also have Skills? Not explicit but we could infer from qualifications: outgoing self-starter, technically literate, communication, relationship building, quick learning. Could be Skills section. But we should only create Skills if posting has real specific content for it. The qualifications list includes skills like communication, relationship building, quick learning. Could be considered Skills. However we already have Qualifications covering many. Might be better to put those under Qualifications. The instruction says we can have sections for Requirements, Qualifications, Skills. We need to decide. Since we have qualifications list, we can put that under Qualifications. We could also have Requirements (maybe education, experience). But we can combine. To avoid thin sections, we can have Qualifications only, and maybe Skills not needed. But we have some skill-like items: "Ability to communicate information and ideas so others will understand", "Ability to build relationships and strong alliances", "Ability to quickly learn all details about the products and services". Those are skills. Could be placed under Skills. However we already have Qualifications that includes those. Might be redundant. The instruction: Prefer a few substantive sections over many thin ones. So we can combine qualifications and skills into one Qualifications section. Or we could have Requirements (education, experience) and Qualifications (skills). Let's see: The qualifications bullet list includes: "Incumbent has the authority to use discretion...", "Incumbent must have the ability to work independently, multi-tasking...", "Individual should be an outgoing self-starter and be technically literate.", "High school diploma or equivalent required", "1-2 years of sales experience...", "Some banking experience is preferred...", "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." Thus we can treat that as Qualifications. We could also have Requirements for education/experience but it's mixed. I'd output Qualifications section with that list. Responsibilities section: combine Major Responsibilities, Account Representative Duties, Teller Duties. About the role: we can have a brief paragraph summarizing role. Pay section: Starting Rate $22.00, note may vary based on experience, skills, market factors; additional compensation may apply. Benefits section: robust benefits and retirement package; Total Rewards includes medical, dental, vision, life and disability insurance, retirement, vacation, tuition reimbursement. We should not include boilerplate like EEO, equal opportunity, etc. Remove those. We need to output only HTML fragment, no /. Use

    for headings,
    • for lists,

      for prose. Let's craft:

      About the role

      Service Associates perform a hybrid role combining the duties of a Customer Service Representative (sales on the platform) and a Teller (transactions at the teller line). The position splits time between the platform and teller line, with the balance varying as needed.

      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
      But note: we should not nest
        inside
      • ? It's allowed but might be okay. However we could flatten: just list all duties as separate
      • items. Simpler: just list each duty as a top-level
      • . Let's do that. So Responsibilities
          with each duty as
        • . We'll include the major responsibilities and the sub-duties. Let's list: - 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. - Works toward achieving specific individual sales and service goals through the following activities: (but we can break into separate items) Better to break: - 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 - 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 We can also include "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." That's more about role, maybe in About the role. Now Qualifications section:

          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.
          Pay section:

          Pay

          Starting Rate: $22.00. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.

          Benefits section:

          Benefits

          Eastern offers a robust benefits and retirement package. The Total Rewards program includes medical, dental, vision, life and disability insurance, retirement, vacation, and tuition reimbursement.

          We should not include Schedule. Now ensure we removed boilerplate: EEO, equal opportunity, etc. Also removed "About Us" maybe we could incorporate into About the role? The "About Us" paragraph is about company culture; could be considered About the role? But we already have About the role describing the job. The "About Us" is more about company; could be omitted as not required. The instruction: preserve ALL substantive information; do not invent or summarize away detail. The About Us is substantive but not about the role. However we have no heading for "About the company". The allowed headings are limited to those listed. We could put that content under About the role? Might be stretching. But we could include a brief paragraph about company under About the role? The instruction: Use

          for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not limited to? It says use

          for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should only use those headings. So we cannot add a heading like "About the company". So we need to decide where to put the About Us content. It could be considered part of About the role? Not really. But we could incorporate it into About the role as a brief description of the company culture, but that might be okay. However the instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

          or drop it." It doesn't forbid adding other content under allowed headings. So we can put the About Us paragraph under About the role as extra context. That seems acceptable. Thus

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