Service Associate (Easton 20hrs)

Eastern Bank•Easton, MA

13d•Onsite

About The Position

Service Associates combine the duties of a traditional branch customer service representative and teller at designated branches authorized for this hybrid position. They divide their time between the customer-service platform and teller line, with the balance varying as needed. The role supports individual sales and service goals while providing account services and processing customer transactions in accordance with bank policies and procedures. Account representative duties include opening deposit accounts; preparing and processing loan applications; closing loans for applicable business lines; making referrals to bank business lines and third-party partners; proactively contacting high-value customers to retain and grow the portfolio; maintaining accounts and resolving service issues; supporting quarterly sales; and ensuring operational compliance. Teller duties include processing deposits, verifying cash and endorsements, and providing receipts; cashing checks; recording sales of monetary instruments; filing required government reports for large cash transactions and monetary-instrument sales; processing foreign currency purchases and sales, loan payments, and credit card cash advances; and following bank policies and procedures. Eastern Bank describes its workplace as inclusive and focused on employee growth. The position offers a starting rate of $22.00, with actual pay potentially varying based on experience, skills, and market factors. Additional compensation may apply. The bank offers a Total Rewards benefits program.

Requirements

High school diploma or equivalent required.
Ability to use discretion while seeking guidance from an immediate supervisor when written policy is unclear or there is uncertainty.
Ability to work independently and multitask in a fast-paced environment.
Outgoing, self-starting approach and technical literacy.
Basic business acumen and professionalism.
Ability to communicate information and ideas clearly and exchange accurate information.
Ability to build relationships and strong alliances across the organization.
Ability to quickly learn details about the bank’s products and services.
Ability to remain stationary for long periods without a break while maintaining continuous customer contact.
Ability to transport items weighing 15 pounds or more.

Nice To Haves

One to two years of sales experience in retail, financial services, or hospitality is preferred.
Banking experience, such as teller experience, is preferred.

Responsibilities

Perform both customer service representative and teller duties at designated traditional branch locations.
Work toward individual sales and service goals.
Open deposit accounts.
Prepare and process loan applications for mortgage, consumer, small business, and other lending units.
Close loans for applicable business lines.
Refer customers to other bank business lines and third-party partners.
Contact high-value customers by phone and in person to retain and grow the portfolio.
Maintain operational compliance and adhere to bank policies and procedures.
Handle daily account maintenance and service issues.
Support achievement of quarterly sales.
Process customer deposits, verify cash and endorsements, and provide receipts.
Cash checks for customers and non-customers according to bank policy.
Process and record sales of monetary instruments, such as official bank checks.
File government-mandated reports related to large cash transactions and monetary-instrument sales.
Process foreign currency purchases and sales, loan payments, and credit card cash advances.