What are the responsibilities and job description for the Service Associate I position at Eastern Bank?
ervice Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). W
- pens deposit accounts -
- repares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) -
- loses loans for customers for applicable business lines (i.e. consumer lending) -
- akes referrals to other bank business lines and third party partners -
- roactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio -
- or licensed individuals, sells annuities and/or insurance products -
- esponsible for operational compliance and adherence to policy -
- andles daily account maintenance and other service issues as necessary (
eller Duties: -
- rocess deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts. -
- ash checks for customers and non-customers according to bank policy. -
- rocess and properly record the sale of monetary instruments (i.e. official bank checks). -
- roperly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments. -
- rocess foreign currency purchases and sales. -
- rocess various types of loan payments and credit card cash advances. -
- elative to all duties, must adhere to all bank policies and procedures. Q
ualifications: I
ncumbent must have the ability to work independently, multi-tasking in a fast-paced environment.
I
ndividual should be an outgoing self-starter and be techn ically literate.
B
asic business acumen and professionalism is a must.
S
trong written and verbal communication skills are critical.
A
bility to build relationships and strong alliances across the organization.
A
bility to quickly learn all there is to know about the products and services offered by the bank.
O
ne-to-two years of sales experience in a retail environment preferred. Some banking experience is preferred (i.e. teller or otherwise) is a plus.
H
igh School or equivalent W
ork Requirements: I
ndividuals in this position MUST be regularly scheduled to work 40-60% of his/her time each week on the platform, and the remaining 40-60% of his/her time on the teller line. No more than 60% of total scheduled time may be spent in either role. A
bility to stand and remain standing for up to five hours at a time without a break. S
upermarket position only:
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ƒ˜ In-store locations are open 7-days / week with extended evening hours on several days. Employees may be required to work rotating shifts that include evenings and weekends.
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Salary : $27,100 - $34,300