Hybrid Banking: Service & Loans Specialist

Eastern Bank Careers; Beverly (MA); On-site; USD 25,000 - 36,000; Full time

Job summary

Eastern Bank in Beverly, MA is seeking a Service Associate who will split time between platform-based sales and teller transactions. You will assist with loan applications, deposits, and loan payments while delivering friendly, accurate service.

The role emphasizes meeting quarterly sales goals, adhering to bank policies, and building lasting customer relationships. A high school diploma is required, and prior retail or financial services experience is preferred.

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 (e.g., teller) is a plus.

Responsibilities

• 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 to retain and grow the portfolio.
• Process deposits to customer accounts, verify cash and endorsements, provide receipts.

Skills

Customer service

Sales experience

Teller operations

Education

High school diploma or equivalent

Job description

Eastern Bank in Beverly, MA is seeking a Service Associate who will split time between platform-based sales and teller transactions. You will assist with loan applications, deposits, and loan payments while delivering friendly, accurate service.

The role emphasizes meeting quarterly sales goals, adhering to bank policies, and building lasting customer relationships. A high school diploma is required, and prior retail or financial services experience is preferred.