Eastern Bank · 1 day ago
Service Associate I
Newton, MA
Full-time
Onsite
Entry Level
$22/hr - $22/hr
1+ years expEastern Bank is a financial institution seeking a Service Associate I. The role involves performing the duties of both a customer service representative and a teller, focusing on achieving sales and service goals while providing operational support.
BankingFinanceFinancial Services
Hiring Manager
Danielle Gotobed
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
Qualification
Required
High school diploma or equivalent required
Ability to work independently, multi-tasking in a fast-paced environment
Outgoing self-starter
Technically literate
Basic business acumen and professionalism is a must
Ability to communicate information and ideas so others will understand
Must be able to exchange accurate information in these situations
Ability to build relationships and strong alliances across the organization
Ability to quickly learn all details about the products and services offered by the bank
Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact
Must be able to transport items weighing 15 pounds or more
Preferred
1-2 years of sales experience in a retail, financial services or hospitality environment preferred
Some banking experience is preferred (e.g., teller or otherwise) is a plus
Benefits
Robust benefits and retirement package
Company
Eastern Bank
Eastern Bank is the largest independent, mutually owned bank in New England and the largest community bank in Massachusetts.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2023-09-19Acquired
Leadership Team
David Rosato
Chief Financial Officer
Quincy Miller
President/COO/Vice Chair
Recent News
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