Eastern Bank
Eastern offers a robust benefits and retirement package. Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).
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.
Account Representative Duties:
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)
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
Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
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. Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor.
~ High school diploma or equivalent required
~1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
~ Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact.