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Eastern Bank · 1 day ago

Service Associate I (Boston-Beacon St)

65 Beacon Street, Boston, MA, 02108, US

Full-time

Onsite

Entry Level

$22/hr - $22/hr

1+ years exp

Eastern Bank is a reputable financial institution that values individual growth and inclusivity among its employees. They are seeking a Service Associate I who will perform the duties of both a Customer Service Representative and Teller, focusing on customer account management, sales goals, and transaction processing.

BankingFinanceFinancial Services

Responsibilities

Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized

Works toward achieving specific individual sales and service goals through the following activities:

Opens deposit accounts

Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)

Closes loans for customers for applicable business lines (i.e. consumer lending)

Makes referrals to other bank business lines and third-party partners

Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio

Responsible for operational compliance and adherence to policy

Handles daily account maintenance and other service issues as necessary

Understands and provides support in achieving quarterly sales

Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts

Cash checks for customers and non-customers according to bank policy

Process and properly record the sale of monetary instruments (i.e. official bank checks)

Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments

Process foreign currency purchases and sales

Process various types of loan payments and credit card cash advances

Relative to all duties, must adhere to all bank policies and procedures

Individuals in this position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other