Service Associate (Brockton - Belmont St)

Eastern Bank•Brockton, MA

2d•Onsite

About The Position

The Service Associate performs the duties of both a traditional branch customer service representative and a teller at designated branch locations. The role divides time between the platform and teller line, with the balance varying by occasion. The associate works toward individual sales and service goals while providing account services and processing customer transactions, and must follow bank policies and procedures.

Requirements

High school diploma or equivalent.
Ability to work independently and multitask in a fast-paced environment.
Outgoing, self-starting approach.
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.
Must adhere 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

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 bank policy.
Handle daily account maintenance and other service issues.
Support achievement of quarterly sales goals.
Process customer account deposits, verifying cash and endorsements and providing receipts.
Cash checks for customers and non-customers in accordance with 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.
Seek guidance from the immediate supervisor when written policy is unclear or there is uncertainty.