Hybrid Bank Teller & Service Sales Associate

Eastern Bank Careers

Salem (MA)

On-site

USD 42,000 - 56,000

Full time

11 days ago

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Job summary

Eastern Bank is seeking a Service Associate / Account Representative to support customers at branch locations in Massachusetts. This hybrid role blends platform sales with teller responsibilities to help drive growth and deliver exceptional service.

You'll process loan applications, close loans, refer other bank products, and build relationships with high-value customers while adhering to bank policies and regulatory requirements. A proactive, independent, and professional mindset is essential.

Qualifications

  • Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor.
  • 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.
  • High school diploma or equivalent required
  • 1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
  • Some banking experience is preferred (e.g., teller or otherwise) is a plus.
  • Basic business acumen and professionalism is a must.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • Ability to build relationships and strong alliances across the organization.

Responsibilities

  • Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized.
  • Works toward achieving specific individual sales and service goals through the following activities: 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) and 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.
  • Responsible for operational compliance and adherence to policy; handles daily account maintenance and other service issues as necessary.
  • Understands and provides support in achieving quarterly sales; processes deposits to customer accounts; cash checks; processes and records sale of monetary instruments; files government-mmandated reports; processes foreign currency purchases and sales; manages loan payments and credit card cash advances.

Skills

Independent work
Multi-tasking
Tech literacy
Strong communication
Outgoing

Education

High school diploma or equivalent

Job description

Eastern Bank is seeking a Service Associate / Account Representative to support customers at branch locations in Massachusetts. This hybrid role blends platform sales with teller responsibilities to help drive growth and deliver exceptional service.

You'll process loan applications, close loans, refer other bank products, and build relationships with high-value customers while adhering to bank policies and regulatory requirements. A proactive, independent, and professional mindset is essential.

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