Service Associate (Cliftondale)

Eastern Bank•Saugus, MA

About The Position

Service Associates perform the duties of both a branch customer service representative and a teller, primarily in in-store locations or other locations where a hybrid position is authorized. The role combines account sales and service with teller transactions, with time divided between the two sets of duties depending on business needs. The position works toward individual sales and service goals, supports quarterly sales goals, and is responsible for operational compliance and adherence to bank policies and procedures. The starting pay range is $24.00; actual pay may vary based on experience, skills, and market factors, and additional compensation may apply. Eastern offers a benefits and retirement package.

Requirements

High school diploma or equivalent.
Ability to work independently and multitask in a fast-paced environment.
Outgoing, self-starting approach.
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

2–4 years of sales experience in a retail, financial services, or hospitality environment is preferred.

Responsibilities

Open deposit accounts.
Prepare and process loan applications for mortgage, consumer, small business, and other lending units.
Close loans for customers for applicable business lines, such as consumer lending.
Process transactions using ATM, ITM, TCR, and ICOM systems.
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.
Maintain operational compliance and follow bank policies.
Handle daily account maintenance and other customer service issues.
Support achievement of quarterly sales goals.
Complete and implement four additional trainings: Fiduciary, Business Documentation, Operations, and Safe Deposit.
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, including 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.