Service Associate (Bridgewater)

Eastern Bank•Bridgewater, MA

8h•Onsite

About The Position

Service Associates perform the duties of both a branch customer service representative and a teller at designated traditional branch locations. The role divides time between the customer service platform and teller line, with the balance varying as needed. The associate works toward individual sales and service goals while handling customer accounts, lending support, referrals, transactions, and operational compliance. The position requires independent work and multitasking in a fast-paced, customer-facing environment. Associates should be outgoing, technically literate, professional, and able to build relationships and learn the bank’s products and services. Working conditions include remaining stationary for extended periods with continuous customer contact and transporting items weighing 15 pounds or more.

Requirements

High school diploma or equivalent required.
Ability to work independently and multitask in a fast-paced environment.
Outgoing, self-starting, and technically literate.
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 a retail, financial services, or hospitality environment preferred.
Banking experience, such as teller experience, preferred.

Responsibilities

Work toward individual sales and service goals and support quarterly sales.
Open deposit accounts.
Prepare and process loan applications for mortgage, consumer, small business, and other lending units.
Close loans for customers for applicable business lines, such as consumer lending.
Refer customers to other bank business lines and third-party partners.
Proactively contact high-value customers by phone and in person to retain and grow the portfolio.
Follow operational compliance requirements and bank policies.
Handle daily account maintenance and other customer service issues.
Process customer deposits, including verifying cash and endorsements and providing receipts.
Cash checks for customers and non-customers according to bank policy.
Process and properly record sales of monetary instruments, such as official bank checks.
File government-mandated reports related to large cash transactions and sales of monetary instruments.
Process foreign currency purchases and sales.
Process loan payments and credit card cash advances.
Seek guidance from an immediate supervisor when written policy is unclear or there is uncertainty.