Hybrid Banking Associate: Sales & Teller

Retail Region 2 Administration; Everett (MA); On-site; USD 57,859,000 - 71,635,000; Full time

Job summary

Retail Region 2 Administration in Everett, MA is hiring a Service Associate who combines customer service duties with teller responsibilities in a branch setting, with time split between platform sales and teller work.

You will open deposit accounts, process loan applications, support loan closings, and make referrals to other bank lines while maintaining compliance, building relationships, and helping meet quarterly sales goals.

Qualifications

• 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) is a plus.
• Ability to work independently and multi-task in a fast-paced environment.
• Strong communication and relationship-building across the organization.

Responsibilities

• Simultaneously perform duties of customer service representative and teller.
• Open deposit accounts and process loan applications.
• Process deposits, cash checks, and handle monetary instruments.
• Refer customers to other bank lines and achieve sales goals.
• Maintain compliance and daily account maintenance.

Skills

Customer service

Sales experience

Multitasking

Communication skills

Independence

Tech literacy

Education

High school diploma or equivalent

Tools

Banking software

Job description

Retail Region 2 Administration in Everett, MA is hiring a Service Associate who combines customer service duties with teller responsibilities in a branch setting, with time split between platform sales and teller work.

You will open deposit accounts, process loan applications, support loan closings, and make referrals to other bank lines while maintaining compliance, building relationships, and helping meet quarterly sales goals.