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
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? Prepare and process loan applications for various lending units (mortgage, consumer, small business, etc.)
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? Close loans for customers for applicable business lines (i.e. consumer lending)
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? Process ATM, ITM, TCR and ICOM transactions
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? Make referrals to other bank business lines and third-party partners
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? Proactively reach out to high-value customers to retain and grow the portfolio
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? Handle daily account maintenance and other service issues as necessary
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? Achieve quarterly sales goals
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? Complete and implement additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit)
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? Process deposits to customer accounts, including verification of cash and endorsements
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? Cash checks for customers and non-customers according to bank policy
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? Process and properly record the sale of monetary instruments (i.e. official bank checks)
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? File government-mandated reports related to large cash transactions and the sale of monetary instruments
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? Process foreign currency purchases and sales
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? Process various types of loan payments and credit card cash advances

Requirements
? High School diploma or equivalent
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? 2-4 years of sales experience in a retail, financial services or hospitality environment preferred
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? Ability to work independently and multi-task in a fast-paced environment
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? Outgoing self-starter with technical literacy
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? Basic business acumen and professionalism
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? Strong communication skills to convey information clearly
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? Ability to build relationships and strong alliances across the organization
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? Quick learner of products and services offered by the bank

Nice-to-haves

Benefits
? Medical insurance
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? Dental insurance
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? Vision insurance
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? Life insurance
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? Disability insurance
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? Retirement plan
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? Vacation
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? Tuition reimbursement

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