Service Associate I -30 hours

Eastern Bank

4d•Onsite

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 is a 30-hour per week position, including Saturdays. The starting rate is $22.00 per hour, with actual pay potentially varying based on experience, skills, and market factors. Additional compensation may apply. Eastern offers a robust benefits and retirement package.

Requirements

High school diploma or equivalent required.
Ability to work independently, multi-tasking in a fast-paced environment.
Outgoing self-starter and technically literate.
Basic business acumen and professionalism is a must.
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.
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.

Nice To Haves

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.

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.
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.
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.
Adhere to all bank policies and procedures relative to all duties.
Spend time between platform and teller line, with potential for more time spent on one side versus the other on occasion.