Service Associate (Broadway, Everett)

Eastern Bank•Everett, MA

10d

About The Position

Service Associates perform both Customer Service Representative duties on the banking platform and teller duties at the teller line. This hybrid role is primarily used at designated traditional branch locations, and the time spent on platform versus teller-line work may vary. The position works toward individual sales and service goals while supporting customers with banking products, transactions, account maintenance, and referrals. The role requires adherence to bank policies and operational compliance. Employees may use discretion in some circumstances, but should seek guidance from their immediate supervisor whenever written policy is unclear or there is uncertainty. Eastern Bank describes its workplace as inclusive and offers opportunities for individual growth.

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

One to two years of sales experience in retail, financial services, or hospitality is preferred.
Banking experience, such as teller experience, is a plus.

Responsibilities

Perform both traditional branch customer service representative and teller duties at authorized locations.
Work toward individual sales and service goals and support quarterly sales goals.
Open deposit accounts.
Prepare and process loan applications for mortgage, consumer, small business, and other lending units.
Close loans for customers in 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.
Follow operational compliance requirements and bank policies.
Handle daily account maintenance and other customer service issues.
Process 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 required government 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 policy is unclear or circumstances are uncertain.