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22 Mar 2023

Full-Time Service Associate I (Req#1781)

Eastern Bank – Posted by Eastern Bank Woburn, Massachusetts, United States

Job Description

Service Associates are skilled in the duties of both a Customer Service Representative sales on the platform, transactions at the teller line.

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
  • For licensed individuals, sells annuities and/or insurance products
  • Responsible for operational compliance and adherence to policy
  • Handles daily account maintenance and other service issues as necessary
  • 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.

Qualifications:

  • Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment.
  • Individual should be an outgoing self-starter and be technically literate.
  • Basic business acumen and professionalism is a must.
  • Strong written and verbal communication skills are critical.
  • Ability to build relationships and strong alliances across the organization.
  • Ability to quickly learn all there is to know about the products and services offered by the bank.
  • One-to-two years of sales experience in a retail environment preferred.  Some banking experience is preferred (i.e., teller or otherwise) is a plus.
  • High School or equivalent

Work Requirements:

  • Individuals 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.
  • Ability to stand and remain standing for up to five hours at a time without a break.
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How to Apply

If you are interested to learn more and apply, click on the link below: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/1781/?utm_medium=jobshare

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #RetailSales&Service and Banking. Salaries: Not Disclosed.

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