Service Associate I (Manchester, NH) - 20 hrs

About the role

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform) and Teller (transactions at the teller line), primarily in specific traditional branch locations where such a “hybrid” position is authorized.

Responsibilities

• Account Representative Duties:
• 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 goals
• 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
• 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 versus the other.

Qualifications

• Has the authority to use discretion in some circumstances; seeks guidance from immediate supervisor when written policy is unclear or there is uncertainty
• Ability to work independently and multi-task in a fast-paced environment
• Outgoing self-starter with technical literacy
• High school diploma or equivalent required
• 1–2 years of sales experience in a retail, financial services, or hospitality environment preferred
• Some banking experience (e.g., teller or otherwise) is a plus
• Basic business acumen and professionalism
• Ability to communicate information and ideas clearly to others
• 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
• Must be able to transport items weighing 15 pounds or more