Service Associate - Taunton

Eastern Bank•Taunton, MA

6d•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 traditional branch locations authorized for this hybrid role. The position combines sales, customer service, and transaction processing, with time divided between the platform and teller line; the balance may vary on occasion. The associate works toward individual sales and service goals by opening deposit accounts, preparing and processing loan applications, closing loans for applicable business lines, referring customers to other bank business lines and third-party partners, and proactively contacting high-value customers to retain and grow the portfolio. The role also includes account maintenance, resolving service issues, and ensuring operational compliance and adherence to bank policy. Teller responsibilities include processing deposits and loan payments, cashing checks, recording sales of monetary instruments, filing required government reports related to large cash transactions and monetary instrument sales, and processing foreign currency purchases and sales and credit card cash advances. The associate must follow all bank policies and procedures and seek guidance from an immediate supervisor when written policy is unclear or there is uncertainty.

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 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

1–2 years of sales experience in a retail, financial services, or hospitality environment.
Banking experience, such as teller experience.

Responsibilities

Perform both customer service representative and teller duties at 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 customers for 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 customer account 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.
Seek guidance from the immediate supervisor when policy is unclear or there is uncertainty.