Eastern Bank

Service Associate I (Braintree-Granite)

Eastern Bank, Braintree

Starting Rate: $22.00

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

Major 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.

Account Representative Duties:

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

n
Opens deposit accounts
n
n
Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
n
n
Closes loans for customers for applicable business lines (i.e. consumer lending)
n
n
Makes referrals to other bank business lines and third-party partners
n
n
Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
n
n
Responsible for operational compliance and adherence to policy
n
n
Handles daily account maintenance and other service issues as necessary
n
n
Understands and provides support in achieving quarterly sales
n

Teller Duties:

n
Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts
n
n
Cash checks for customers and non-customers according to bank policy
n
n
Process and properly record the sale of monetary instruments (i.e. official bank checks)
n
n
Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
n
n
Process foreign currency purchases and sales
n
n
Process various types of loan payments and credit card cash advances
n
n
Relative to all duties, must adhere to all bank policies and procedures
n

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.

Qualifications:

n
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.
n
n
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.
n
n
High school diploma or equivalent required
n
n
1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
n
n
Some banking experience is preferred (e.g., teller or otherwise) is a plus.
n
n
Basic business acumen and professionalism is a must.
n
n
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
n
n
Ability to build relationships and strong alliances across the organization.
n
n
Ability to quickly learn all details about the products and services offered by the bank.
n

Working Conditions:

n
Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact.
n
n
Incumbent must be able to transport items weighing 15 pounds or more.
n