Service Associate I - Part Time 20 Hours (Wakefield)

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:
  • Works toward achieving specific individual sales and service goals
  • 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
  • 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, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor
• Ability to work independently, multi-tasking in a fast-paced environment
• Outgoing self-starter and 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 (e.g., teller or otherwise) is a plus
• Basic business acumen and professionalism
• Ability to communicate information and ideas so others will understand
• 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.

About Us

At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.