Service Associate (Randolph)

Eastern Bank•Randolph, MA

About The Position

The Service Associate performs both customer service representative duties on the platform and teller duties at the teller line, primarily in traditional branch locations authorized for this hybrid position. The role divides time between the platform and teller line, with the balance varying on occasion. The platform responsibilities include working 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 Service Associate also handles account maintenance and service issues, supports quarterly sales goals, and follows operational policies and compliance requirements. 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 purchases and sales, and handling loan payments and credit card cash advances. The employee must follow bank policies and procedures. The position calls for independent work and multitasking in a fast-paced environment, continuous customer contact, and the ability to remain stationary for extended periods and transport 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, and technically literate.
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.
Banking experience, such as teller experience.

Responsibilities

Perform both traditional branch customer service representative and teller duties in authorized hybrid-position 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 other service issues.
Support achievement of quarterly sales goals.
Process deposits, verify cash and endorsements, and provide receipts.
Cash checks for customers and non-customers according to 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.