Service Associate I (Wellesley)

Company: Eastern Bank
Location: Wellesley
Posted on: September 25, 2022

Job Description:

POSITION REQUIREMENTS - Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (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 - Teller Duties:
    • 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.CB2

Keywords: Eastern Bank, Boston , Service Associate I (Wellesley), Other , Wellesley, Massachusetts