Service Associate I - Somerville Fellsway
Company: Eastern Bank
Location: Somerville
Posted on: January 27, 2023
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Job Description:
Job DescriptionPOSITION REQUIREMENTSService 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.
Keywords: Eastern Bank, Somerville , Service Associate I - Somerville Fellsway, Other , Somerville, Massachusetts
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