Service Associate (Randolph 30 hours)

Eastern Bank•Randolph, 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 branch locations authorized for this hybrid position. The role divides time between platform and teller work, with the balance varying as needed. The associate works toward individual sales and service goals, supports quarterly sales, maintains operational compliance, and provides customer account service. Account representative work includes opening deposit accounts; preparing and processing loan applications; closing loans for applicable business lines; referring customers to other bank business lines and third-party partners; proactively contacting high-value customers to retain and grow the portfolio; and handling account maintenance and other service issues. Teller work includes processing deposits, cashing checks, selling and recording monetary instruments, filing required government reports for large cash transactions and monetary instrument sales, processing foreign currency purchases and sales, and handling loan payments and credit card cash advances. The associate must follow bank policies and procedures and seek supervisor guidance when policy is unclear. Eastern Bank describes its workplace as inclusive and focused on employee growth. The posting states that its Total Rewards benefits program includes medical, dental, vision, life and disability insurance, retirement, vacation, and tuition reimbursement.

Requirements

High school diploma or equivalent.
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.
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

1–2 years of sales experience in a retail, financial services, or hospitality environment preferred.
Banking experience, such as teller experience, preferred.

Responsibilities

Perform customer service representative and teller duties in an authorized branch location.
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 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 other customer service issues.
Process 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 monetary instrument sales.
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.