Hybrid Banking Associate: Sales & Teller Expert

Eastern Bank Careers; Randolph (MA); Vor Ort; USD 25.000 - 36.000; Vollzeit

Zusammenfassung

Eastern Bank Careers seeks a Service Associate who blends customer service with teller duties in a traditional branch setting. The role involves opening deposit accounts, processing loans, and building client relationships to grow the portfolio.

The position requires the ability to work independently, manage multiple tasks in a fast-paced environment, and maintain adherence to bank policies and quarterly sales goals. Training and benefits are provided.

Qualifikationen

• 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).
• Basic business acumen and professionalism are a must.

Aufgaben

• Opens deposit accounts and processes loan applications for various lending units (mortgage, consumer, small business).
• Closes loans for customers for applicable business lines and makes referrals to other bank lines and third-party partners.
• Proactively reaches out to high-value customers to retain and grow the portfolio.
• Handle daily account maintenance and ensure operational compliance with policy.

Kenntnisse

Customer service

Sales experience

Multi-tasking

Communication

Relationship building

Self-starter

Ausbildung

High school diploma or equivalent

Jobbeschreibung

Eastern Bank Careers seeks a Service Associate who blends customer service with teller duties in a traditional branch setting. The role involves opening deposit accounts, processing loans, and building client relationships to grow the portfolio.

The position requires the ability to work independently, manage multiple tasks in a fast-paced environment, and maintain adherence to bank policies and quarterly sales goals. Training and benefits are provided.