Hybrid Banking Specialist: Customer Service & Teller

Eastern Bank Careers; Saugus (MA); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Total Rewards benefits

Job summary

Eastern Bank is hiring for a Service Associate/Teller hybrid role. You will perform traditional teller duties while supporting customer service and sales across branch locations, including loan applications, deposits, and referrals to other bank lines.

Qualified candidates have a high school diploma and 1–2 years of sales experience; banking experience is a plus. The role emphasizes compliance, relationship-building, and product knowledge in a fast-paced environment.

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 or otherwise) is a plus.
• The ability to communicate information and ideas so others will understand.
• Ability to build relationships and strong alliances across the organization.
• Ability to quickly learn all details about the products and services offered by the bank.

Responsibilities

• Simultaneously performs 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.

Skills

Sales experience

Banking experience

Communication

Relationship building

Multi-tasking

Independent work

Education

High school diploma or equivalent

Job description

Eastern Bank is hiring for a Service Associate/Teller hybrid role. You will perform traditional teller duties while supporting customer service and sales across branch locations, including loan applications, deposits, and referrals to other bank lines.

Qualified candidates have a high school diploma and 1–2 years of sales experience; banking experience is a plus. The role emphasizes compliance, relationship-building, and product knowledge in a fast-paced environment.