Service Associate - Weymouth - 30 hours

Eastern Bank•Weymouth, MA

7h•Onsite

About The Position

The Service Associate performs both Customer Service Representative duties on the platform and Teller duties at the teller line, primarily at traditional branch locations authorized for this hybrid role. The position divides time between the platform and teller line, with the balance varying as needed. In the account representative capacity, the Service Associate works toward individual sales and service goals by opening deposit accounts, preparing and processing loan applications, closing applicable loans, making referrals, proactively contacting high-value customers, maintaining accounts, resolving service issues, and supporting quarterly sales goals. The role also requires operational compliance and adherence to bank policies. In the teller capacity, the Service Associate processes deposits, cashes checks, sells and records monetary instruments, files required government reports, handles foreign currency transactions, and processes loan payments and credit card cash advances. All duties must be performed in accordance with bank policies and procedures. Eastern Bank describes itself as an inclusive employer focused on employee growth and offers a Total Rewards program. The bank is an equal opportunity employer and encourages candidates to apply even if their experience does not align with every qualification.

Requirements

High school diploma or equivalent required.
Ability to work independently and multitask in a fast-paced environment.
Outgoing, self-starting disposition 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.
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 preferred.
Banking experience, such as teller experience, is a plus.

Responsibilities

Perform both customer service representative duties on the platform and teller duties at the teller line.
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, 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.
Adhere to operational compliance requirements and bank policies.
Handle daily account maintenance and other customer service issues.
Support achievement of quarterly sales goals.
Process customer account deposits, verify cash and endorsements, and provide receipts.
Cash checks for customers and non-customers according to bank policy.
Sell and properly record monetary instruments, including 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 the immediate supervisor when written policy is unclear or there is uncertainty.