Service Associate I (Jamaica Plain)

Eastern Bank CareersBoston, MA
87d$22

About The Position

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). This position involves performing the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a 'hybrid' position is authorized.

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 is a must.
  • Ability to communicate information and ideas clearly.
  • 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.
  • Ability to work independently and multi-task in a fast-paced environment.
  • Outgoing self-starter and technically literate.

Responsibilities

  • Simultaneously performs the duties of a traditional branch customer service representative and teller.
  • Works toward achieving specific individual sales and service goals.
  • 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 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.
  • Processes deposits to customer accounts, including verification of cash and endorsements.
  • Cash checks for customers and non-customers according to bank policy.
  • Processes and properly records the sale of monetary instruments (i.e. official bank checks).
  • Files all government-mandated reports related to large cash transactions and the sale of all monetary instruments.
  • Processes foreign currency purchases and sales.
  • Processes various types of loan payments and credit card cash advances.

Benefits

  • Starting Rate: $22.00
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