Customer Service Representative
4 weeks ago
Job Title: Service Associate I
Job Summary: We are seeking a highly skilled Service Associate to join our team at Eastern Bank. As a Service Associate, you will be responsible for providing exceptional customer service and support to our customers.
Key Responsibilities:
- Opens deposit accounts and prepares and processes loan applications for various lending units.
- Closes loans for customers for applicable business lines.
- Makes referrals to other bank business lines and third-party partners.
- Proactively reaches out to high-value customers to retain and grow the portfolio.
- Sells annuities and/or insurance products for licensed individuals.
- Handles daily account maintenance and other service issues.
- Walks the aisles of the supermarket to talk with prospects and existing bank customers about the bank's products and services.
Teller Duties:
- Process deposits to customer accounts, including verification of cash and endorsements.
- Cash checks for customers and non-customers according to bank policy.
- Process and properly record the sale of monetary instruments.
- 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.
Qualifications:
- 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.
- Basic business acumen and professionalism is a must.
- The 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.
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