Service Associate - Lakeville

Eastern Bank•Lakeville, MA

4d•Onsite

About The Position

The Service Associate is a hybrid branch position that combines the duties of a Customer Service Representative on the platform with those of a Teller at the teller line. The role is primarily based in designated traditional branch locations and divides time between platform and teller responsibilities; the balance may vary on occasion. 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, making referrals, contacting high-value customers to retain and grow the portfolio, maintaining accounts, addressing service issues, and supporting quarterly sales goals. The associate is also responsible for operational compliance and following bank policy. In the teller capacity, the associate processes deposits, cashes checks, sells and records monetary instruments, files required government reports for qualifying cash transactions and monetary-instrument sales, handles foreign currency purchases and sales, and processes loan payments and credit card cash advances. Bank policies and procedures apply to all duties. The position requires independent work, multitasking in a fast-paced environment, professionalism, technical literacy, and effective communication and relationship-building. The associate should seek guidance from an immediate supervisor when written policy is unclear or there is uncertainty. Working conditions include extended periods in a stationary position with continuous customer contact and transporting items weighing 15 pounds or more. Eastern Bank describes itself as an inclusive employer that supports employee growth and offers a Total Rewards program including 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.
Banking experience, such as teller experience.

Responsibilities

Perform the duties of both a branch customer service representative and teller 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, such as consumer lending.
Make referrals 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 policy.
Handle daily account maintenance and other service issues.
Support quarterly sales goals.
Process customer deposits, verifying cash and endorsements and providing receipts.
Cash checks for customers and non-customers according to bank policy.
Process and accurately 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 policy is unclear or there is uncertainty.
Communicate accurately with others and build relationships across the organization.