Service Associate
Eastern Bank · United States
FULL TIMEfull-time
Job Description
<p>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).
<b>Major Responsibilities:</b>
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.
<b>Account Representative Duties:</b>
Works toward achieving specific individual sales and service goals through the
<b>following activities:</b>
</p><ul><li>Opens deposit accounts</li><li>Prepares and processes loan applications for various lending units (mortgage,</li></ul>
consumer, small business, etc.)
* Closes loans for customers for applicable business lines (i.e. consumer
lending)
<ul><li>Makes referrals to other bank business lines and third-party partners</li><li>Proactively reaches out, by phone and in person, to high-value customers in</li></ul>
efforts to retain and grow the portfolio
<ul><li>Responsible for operational compliance and adherence to policy</li><li>Handles daily account maintenance and other service issues as necessary</li><li>Understands and provides support in achieving quarterly sales</li></ul>
<b>Teller Duties:</b>
* Process deposits to customer accounts; includes verification of cash,
verification of endorsements, and providing customers with receipts
<ul><li>Cash checks for customers and non-customers according to bank policy</li><li>Process and properly record the sale of monetary instruments (i.e. official</li></ul>
bank checks)
* Properly file all government-mandated reports related to large cash
transactions and the sale of all monetary instruments
<ul><li>Process foreign currency purchases and sales</li><li>Process various types of loan payments and credit card cash advances</li><li>Relative to all duties, must adhere to all bank policies and procedures</li></ul>
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.
<b>Qualifications:</b>
* 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.
<ul><li>High school diploma or equivalent required</li><li>1-2 years of sales experience in a retail, financial services or hospitality</li></ul>
environment preferred.
<ul><li>Some banking experience is preferred (e.g., teller or otherwise) is a plus.</li><li>Basic business acumen and professionalism is a must.</li><li>The ability to communicate information and ideas so others will understand.</li></ul>
Must be able to exchange accurate information in these situations.
<ul><li>Ability to build relationships and strong alliances across the organization.</li><li>Ability to quickly learn all details about the products and services offered</li></ul>
by the bank.
<b>Working Conditions:</b>
* 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.
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. We are proud to offer comprehensive
compensation plans and a benefits program called Total Rewards that includes
medical, dental, vision, life and disability insurance, retirement, vacation and
tuition reimbursement.
Eastern Bank is an equal opportunity employer. All job applicants will be
considered for employment without regard to race, color, religious creed,
national origin, sex, sexual orientation, gender identity, genetic information,
military service, age, ancestry, or disability.
At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive
and authentic workplace. If you’re excited about this role but your experience
doesn’t fully align with every qualification, we still encourage you to apply!
You may be just the right candidate for this position or others across the
company. Our Recruitment team is waiting to chat with YOU.
<p></p>
Details
| Company | Eastern Bank |
| Location | United States |
| Type | FULL TIME |
| Niche | general |
| Experience | full-time |
