Hybrid Banking Associate: Teller & Service Pro

Eastern Bank; Salem (MA); Híbrido; USD 42.000 - 56.000; Jornada completa

Descripción de la vacante

Eastern Bank in Salem, MA seeks a Service Associate who blends customer service and teller duties across traditional branch work. The role combines platform sales with in-branch transactions in a hybrid arrangement.

You will process deposits and loan applications, close loans, and refer customers to other bank lines while maintaining compliance and growing the portfolio. Ideal candidates have 1–2 years of sales experience, a high school diploma, strong communication, and the ability to learn

Formación

• High school diploma or equivalent required.
• 1–2 years of sales experience in a retail, financial services or hospitality environment preferred.
• Some banking experience (e.g., teller) is a plus.
• Strong communication and relationship-building skills.
• Ability to learn bank products and services quickly.

Responsabilidades

• 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.
• 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)
• 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
• Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts
• Cash checks for customers and non-customers according to bank policy
• Process and properly record the sale of monetary instruments (i.e. official bankchecks)
• Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
• Process foreign currency purchases and sales
• Process various types of loan payments and credit card cash advances
• Relative to all duties, must adhere to all bank policies and procedures
• Individuals in this position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other.

Conocimientos

Customer service

Sales experience

Communication

Multi-tasking

Technical literacy

Educación

High school diploma

Herramientas

Banking software

Descripción del empleo

Eastern Bank in Salem, MA seeks a Service Associate who blends customer service and teller duties across traditional branch work. The role combines platform sales with in-branch transactions in a hybrid arrangement.

You will process deposits and loan applications, close loans, and refer customers to other bank lines while maintaining compliance and growing the portfolio. Ideal candidates have 1–2 years of sales experience, a high school diploma, strong communication, and the ability to learn