Service Associate I

1 week ago

Chelmsford, MA, United States Eastern Bank Full time

Starting Rate: $22.00

Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).

Major Responsibilities:

Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized.

Account Representative Duties:

Works toward achieving specific individual sales and service goals through the following activities:

  • 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

  • Relative to all duties, must 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 verses the other.

Qualifications:

  • Incumbent 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.

  • Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be 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 is preferred (e.g., teller or otherwise) is a plus.

  • Basic business acumen and professionalism is a must.

  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

  • 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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