Job Description
About the position
The Service Associate II position at Eastern Bank is a hybrid role that combines the responsibilities of a Customer Service Representative and a Teller. This full-time position involves engaging with customers in both sales and transaction processing, primarily in in-store locations. The role focuses on achieving sales and service goals while ensuring operational compliance and providing excellent customer service.
Responsibilities
Ā Open deposit accounts
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Ā Prepare and process loan applications for various lending units (mortgage, consumer, small business, etc.)
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Ā Close loans for customers for applicable business lines (i.e. consumer lending)
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Ā Process ATM, ITM, TCR and ICOM transactions
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Ā Make referrals to other bank business lines and third-party partners
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Ā Proactively reach out to high-value customers to retain and grow the portfolio
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Ā Handle daily account maintenance and other service issues as necessary
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Ā Achieve quarterly sales goals
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Ā Complete and implement additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit)
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Ā Process deposits to customer accounts, including verification of cash and endorsements
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Ā Cash checks for customers and non-customers according to bank policy
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Ā Process and properly record the sale of monetary instruments (i.e. official bank checks)
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Ā File government-mandated reports related to large cash transactions and the sale of monetary instruments
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Ā Process foreign currency purchases and sales
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Ā Process various types of loan payments and credit card cash advances
Requirements
Ā High School diploma or equivalent
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Ā 2-4 years of sales experience in a retail, financial services or hospitality environment preferred
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Ā Ability to work independently and multi-task in a fast-paced environment
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Ā Outgoing self-starter with technical literacy
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Ā Basic business acumen and professionalism
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Ā Strong communication skills to convey information clearly
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Ā Ability to build relationships and strong alliances across the organization
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Ā Quick learner of products and services offered by the bank
Nice-to-haves
Benefits
Ā Medical insurance
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Ā Dental insurance
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Ā Vision insurance
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Ā Life insurance
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Ā Disability insurance
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Ā Retirement plan
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Ā Vacation
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Ā Tuition reimbursement
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