Service Associate - Hyannis

Eastern Bank•Hyannis, MA

13d•Onsite

About The Position

The Service Associate performs the duties of both a Customer Service Representative on the platform and a Teller at the teller line, primarily at designated traditional branch locations. The position divides time between platform and teller responsibilities, with the balance varying as needed. The associate supports customers with sales, service, and banking transactions while following bank policies and procedures. In the account representative capacity, the associate works toward individual sales and service goals by opening deposit accounts, preparing and processing loan applications, closing applicable loans, referring customers to other bank business lines and third-party partners, and proactively contacting high-value customers to retain and grow the portfolio. The role also includes account maintenance, resolving service issues, supporting quarterly sales, and complying with operational policies. Teller responsibilities include processing deposits, cashing checks, selling and recording monetary instruments, filing required government reports for large cash transactions and monetary instrument sales, processing foreign currency transactions, and handling loan payments and credit card cash advances. The associate may exercise discretion in some circumstances but must seek guidance from a supervisor whenever policy is unclear or uncertain. The role requires sustained customer contact and the ability to remain stationary for long periods without a break. The incumbent must also be able to transport items weighing 15 pounds or more.

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.
Adherence to all bank policies and procedures.

Nice To Haves

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

Responsibilities

Perform customer service representative and teller duties in authorized traditional branch locations.
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.
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 customer service issues.
Support quarterly sales goals.
Process customer deposits, verify cash and endorsements, and provide receipts.
Cash checks for customers and non-customers in accordance with bank policy.
Process and 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.