Service Associate

Eastern Bank•Andover, MA

4d•Onsite

About The Position

Service Associates perform both customer service representative and teller duties, primarily at designated traditional branch locations where the hybrid role is authorized. The position divides time between the customer-service platform and teller line, with the balance varying as needed. Associates work toward individual sales and service goals, support quarterly sales, and follow bank policies and procedures.

Requirements

High school diploma or equivalent required.
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 the details of the bank’s products and services.
Use discretion appropriately and seek guidance from an immediate supervisor when written policy is unclear or there is uncertainty.
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 a plus.

Responsibilities

Open deposit accounts.
Prepare and process loan applications for mortgage, consumer, small-business, and other lending units.
Close loans 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.
Maintain operational compliance and adhere to policy.
Handle daily account maintenance and other customer service issues.
Process customer account deposits, verify cash and endorsements, and provide 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.
Follow bank policies and procedures in all duties.