Service Associate (Brockton - Belmont St)

Eastern Bank•Brockton, MA

2d•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 designated traditional branch locations. The role divides time between the platform and teller line, with the balance varying as needed. The associate works toward individual sales and service goals while supporting quarterly sales, customer relationships, account servicing, transactions, and compliance with bank policies and procedures. Account representative work includes opening deposit accounts; preparing and processing loan applications; closing loans for applicable business lines; making referrals to other bank business lines and third-party partners; proactively contacting high-value customers to retain and grow the portfolio; maintaining accounts; and addressing 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 transactions, and handling loan payments and credit card cash advances. The position requires sound judgment, with guidance from an immediate supervisor whenever written policy is unclear or there is uncertainty. The associate must be able to work independently, multitask in a fast-paced environment, communicate clearly, build relationships across the organization, and learn the bank’s products and services. Working conditions include extended periods in a stationary position with continuous customer contact and transporting items weighing 15 pounds or more.

Requirements

High school diploma or equivalent required.
Ability to work independently and multitask in a fast-paced environment.
Outgoing, self-starting disposition 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 retail, financial services, or hospitality preferred.
Banking experience, such as teller experience, preferred.

Responsibilities

Perform both customer service representative and teller duties at designated traditional branch locations.
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 policies and procedures.
Handle daily account maintenance and other customer service issues.
Process customer deposits, including verifying cash and endorsements and providing receipts.
Cash checks for customers and non-customers in accordance with bank policy.
Sell and properly record 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 supervisor guidance when written policy is unclear or there is uncertainty.