Jobs · Massachusetts

Service Associate (Watertown 20hrs)

Eastern Bank · Watertown, MA · 3 wk ago
$22/hrFull-time

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 variance in time spent on each side.

Responsibilities

Account Representative Duties

  • Work toward achieving specific individual sales and service goals through activities such as opening deposit accounts and processing 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 as necessary.
  • Understand and provide support in achieving 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 the sale of 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 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.
  • Ability to communicate information and ideas clearly and exchange accurate information.
  • Ability to build relationships and strong alliances across the organization.
  • Ability to quickly learn all details about the bank’s products and services.
  • Authority to use discretion in some circumstances; must seek guidance from a supervisor when policy is unclear.
  • Ability to work independently, multi-task in a fast-paced environment, and be an outgoing self-starter with technical literacy.

Working Conditions

  • Ability to remain in a stationary position for long periods without a break 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 offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.

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