Service Associate II (37.5 hrs)
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
Open deposit accounts
,
Prepare and process loan applications for various lending units (mortgage, consumer, small business, etc.)
,
Close loans for customers for applicable business lines (i.e. consumer lending)
,
Process ATM, ITM, TCR and ICOM transactions
,
Make referrals to other bank business lines and third-party partners
,
Proactively reach out to high-value customers to retain and grow the portfolio
,
Handle daily account maintenance and other service issues as necessary
,
Achieve quarterly sales goals
,
Complete and implement additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit)
,
Process deposits to customer accounts, including verification of cash and endorsements
,
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)
,
File government-mandated reports related to large cash transactions and the sale of monetary instruments
,
Process foreign currency purchases and sales
,
Process various types of loan payments and credit card cash advances
Requirements
High School diploma or equivalent
,
2-4 years of sales experience in a retail, financial services or hospitality environment preferred
,
Ability to work independently and multi-task in a fast-paced environment
,
Outgoing self-starter with technical literacy
,
Basic business acumen and professionalism
,
Strong communication skills to convey information clearly
,
Ability to build relationships and strong alliances across the organization
,
Quick learner of products and services offered by the bank
Nice-to-haves
Benefits
Medical insurance
,
Dental insurance
,
Vision insurance
,
Life insurance
,
Disability insurance
,
Retirement plan
,
Vacation
,
Tuition reimbursement
Apply Now
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
Open deposit accounts
,
Prepare and process loan applications for various lending units (mortgage, consumer, small business, etc.)
,
Close loans for customers for applicable business lines (i.e. consumer lending)
,
Process ATM, ITM, TCR and ICOM transactions
,
Make referrals to other bank business lines and third-party partners
,
Proactively reach out to high-value customers to retain and grow the portfolio
,
Handle daily account maintenance and other service issues as necessary
,
Achieve quarterly sales goals
,
Complete and implement additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit)
,
Process deposits to customer accounts, including verification of cash and endorsements
,
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)
,
File government-mandated reports related to large cash transactions and the sale of monetary instruments
,
Process foreign currency purchases and sales
,
Process various types of loan payments and credit card cash advances
Requirements
High School diploma or equivalent
,
2-4 years of sales experience in a retail, financial services or hospitality environment preferred
,
Ability to work independently and multi-task in a fast-paced environment
,
Outgoing self-starter with technical literacy
,
Basic business acumen and professionalism
,
Strong communication skills to convey information clearly
,
Ability to build relationships and strong alliances across the organization
,
Quick learner of products and services offered by the bank
Nice-to-haves
Benefits
Medical insurance
,
Dental insurance
,
Vision insurance
,
Life insurance
,
Disability insurance
,
Retirement plan
,
Vacation
,
Tuition reimbursement
Apply Now