Service Associate - Part Time 20 Hours (Shaws Peabody)

Eastern Bank•Peabody, MA

About The Position

The Service Associate performs both customer service representative and teller duties, primarily in in-store branches or other locations authorized for this hybrid position. The role divides time between account representative responsibilities and teller transactions, with the balance varying as needed. The associate works toward individual sales and service goals, supports customers with accounts and lending, and follows bank policies and operational compliance requirements.

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 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

2–4 years of sales experience in a retail, financial services, or hospitality environment.

Responsibilities

Perform both traditional branch customer service representative and teller duties.
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, including consumer lending.
Process ATM, ITM, TCR, and ICOM transactions.
Refer customers to other bank business lines and third-party partners.
Reach out proactively by phone and in person to high-value customers to retain and grow the portfolio.
Maintain operational compliance and adhere to bank policy.
Handle daily account maintenance and other service issues.
Support the achievement of quarterly sales.
Complete and implement additional trainings in Fiduciary, Business Documentation, Operations, and Safe Deposit.
Process customer account 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 relating 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.