Service Associate - Taunton

Eastern Bank•Taunton, MN

7d•Onsite

About The Position

The Service Associate performs the duties of both a branch customer service representative and a teller, primarily in designated traditional branch locations where this hybrid role is authorized. The position divides time between the customer-service platform and teller line, with the balance varying as needed. Associates support sales and service goals, customer account needs, lending activities, and teller transactions while following bank policies and procedures. As an account representative, the Service Associate opens deposit accounts; prepares and processes loan applications; closes loans for applicable business lines; refers customers to other bank business lines and third-party partners; proactively contacts high-value customers to retain and grow the portfolio; maintains accounts; addresses service issues; and supports quarterly sales goals. The role also requires operational compliance and adherence to policy. Teller responsibilities include processing deposits, verifying cash and endorsements, issuing receipts, 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. Eastern Bank describes opportunities for individual growth and provides a Total Rewards benefits program. The bank states its commitment to an inclusive workplace and is an equal opportunity employer.

Requirements

High school diploma or equivalent required.
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 details about 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 preferred.

Responsibilities

Perform both customer service representative and teller duties 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.
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.
Perform daily account maintenance and address customer service issues.
Support achievement of quarterly sales goals.
Process customer deposits, verify cash and endorsements, and provide receipts.
Cash checks for customers and non-customers according to 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 guidance from the immediate supervisor when written policy is unclear or there is uncertainty.