Service Associate I (Wollaston)

About the position

The Service Associate role at Eastern Bank combines the responsibilities of a Customer Service Representative and a Teller, focusing on both sales and transaction processing. This position aims to achieve individual sales and service goals while ensuring operational compliance and providing excellent customer service. The role involves engaging with customers, processing various banking transactions, and promoting bank products and services.

Responsibilities

• Open deposit accounts
• Prepare and process loan applications for various lending units
• Close loans for customers for applicable business lines
• Make referrals to other bank business lines and third-party partners
• Proactively reach out to high-value customers to retain and grow the portfolio
• Sell annuities and/or insurance products for licensed individuals
• Ensure operational compliance and adherence to policy
• Handle daily account maintenance and service issues
• Walk the aisles of the supermarket to engage with prospects and existing customers about bank products and services
• Process deposits to customer accounts
• Cash checks for customers and non-customers according to bank policy
• Process and properly record the sale of monetary instruments
• File government-mandated reports related to large cash transactions
• Process foreign currency purchases and sales
• Process various types of loan payments and credit card cash advances

Requirements

• High school diploma or equivalent required
• 1-2 years of sales experience in a retail, financial services or hospitality environment preferred
• Some banking experience preferred (i.e. teller or otherwise)
• Basic business acumen and professionalism
• Ability to communicate information and ideas clearly
• 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 work independently and multi-task in a fast-paced environment
• Outgoing self-starter and technically literate

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Retirement plan
• Vacation
• Tuition reimbursement