Hybrid Bank Service & Teller Associate

Retail Region 2 Administration; Wakefield (MA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Benefits package

Retirement plan

Job summary

Retail Region 2 Administration seeks a Service Associate blending customer service and teller roles at its branch locations in Wakefield, MA. The position combines opening deposit accounts, processing loans, and referring to other lines while meeting quarterly sales targets.

The role requires a high school diploma, 1–2 years of sales experience, and basic banking familiarity. Strong communication and relationship-building skills are essential for success.

Qualifications

• High school diploma or equivalent required.
• 1-2 years of sales experience preferred.
• Some banking experience is a plus.
• Ability to communicate information clearly and build relationships.

Responsibilities

• Opens deposit accounts.
• Prepares and processes loan applications for mortgage, consumer, small business, etc.
• Closes loans for customers.
• Makes referrals to other bank lines and third-party partners.
• Proactively reaches out to high-value customers to retain and grow the portfolio.
• Responsible for operational compliance and policy adherence.
• Handles daily account maintenance and service issues.
• Understands and supports quarterly sales goals.
• Processes deposits and checks as Teller duties.
• Processes foreign currency purchases and sales.

Skills

Customer service

Teller experience

Sales experience

Independent worker

Education

High school diploma or equivalent

Job description

Retail Region 2 Administration seeks a Service Associate blending customer service and teller roles at its branch locations in Wakefield, MA. The position combines opening deposit accounts, processing loans, and referring to other lines while meeting quarterly sales targets.

The role requires a high school diploma, 1–2 years of sales experience, and basic banking familiarity. Strong communication and relationship-building skills are essential for success.