Service Associate (Shaw's Peabody)

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). Individuals in this position will have a mixture of time between platform and teller line, with occasional variations in time spent on each side.

Responsibilities

Account Representative Duties

• Work toward achieving specific individual sales and service goals
• Open deposit accounts
• Prepare and process loan applications for various lending units (mortgage, consumer, small business, etc.)
• Close loans for customers for applicable business lines (e.g., consumer lending)
• Make referrals to other bank business lines and third-party partners
• Proactively reach out, by phone and in person, to high-value customers to retain and grow the portfolio
• Ensure operational compliance and adherence to policy
• Handle daily account maintenance and other service issues
• Understand and support quarterly sales goals

Teller Duties

• Process deposits to customer accounts, including verification of cash, endorsements, and providing receipts
• Cash checks for customers and non-customers according to bank policy
• Process and record the sale of monetary instruments (e.g., official bank checks)
• Properly file all government-mandated reports related to large cash transactions and monetary instrument sales
• Process foreign currency purchases and sales
• Process various types of loan payments and credit card cash advances
• Adhere to all bank policies and procedures in all duties

Requirements

• 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
• Strong communication skills to exchange accurate information
• Ability to build relationships and alliances across the organization
• Ability to quickly learn details about bank products and services
• Ability to work independently, multitask, and thrive in a fast-paced environment
• Outgoing, self-starter with technical literacy
• Authority to use discretion in some circumstances; must seek guidance from supervisor when policy is unclear

Working Conditions

• Ability to remain in a stationary position for long periods without breaks and with continuous customer contact
• Must be able to transport items weighing 15 pounds or more

Pay

Starting rate: $22.00 per hour. Actual pay may vary based on experience, skills, and market factors. Additional compensation may apply.

Benefits

Eastern Bank offers a robust benefits and retirement package, including:

• Medical, dental, vision, life, and disability insurance
• Retirement plans
• Vacation time
• Tuition reimbursement

About Us

At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we ensure 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.