Part-Time Senior Service Associate

Ecsb; Cambridge (MA); On-site; USD 41,000 - 61,000; Part time

Job summary

East Cambridge Savings Bank in Cambridge, MA is seeking a Part-Time Senior Service Associate for the Inman Square Banking Center to deliver exceptional sales and service. Under supervision, you will drive branch sales, coach staff, and handle loan inquiries, mortgage options, and daily banking transactions with accuracy.

Proficiency in digital banking products and strong communication are essential. You will work to meet monthly and annual goals and support customer experiences.

Qualifications

• 3+ years in sales and customer service in incentive-based role with 1+ years supervisory experience.
• Bachelor’s degree with 2 years sales and customer service in incentive-based role.
• Proficient with digital banking products.
• Able to meet monthly/annual sales goals.
• Knowledge of bank products and services.
• Ability to multitask and prioritize.
• Able to register as a licensed Mortgage Loan Originator under the S.A.F.E. Act.

Responsibilities

• Interact with customers professionally to meet customer service standards and referrals.
• Attain monthly/annual sales goals and assist with branch sales promotions.
• Generate and pursue sales leads by phone, letter and personal contact.
• Provide daily coaching and leadership to sales and service staff.
• Conduct needs analyses and cross-sell products/services to customers.
• Conduct loan interviews and respond to mortgage inquiries; originate mortgages within limits.
• Promote bank products/services to local businesses and maintain relationships.
• Oversee daily branch operations and prepare branch reports.
• Train new employees and ensure accurate documentation of transactions.

Skills

Sales

Customer service

Supervisory experience

Digital banking

Interpersonal skills

Communication

Education

Bachelor's degree

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Service Associate

Part Time Inman Square Banking Center, Cambridge, MA, US

Salary Range: $29.72 To $44.60 Annually

Actual compensation for this role is commensurate with experience, skill set, and other qualifications.

Part-TimeSenior Service Associate.

Function:

Under the general direction of the Business Development Manager, perform and coordinate a variety of sales & service related work in support of branch sales and service.

We are looking for a candidate with:

• 3 or more years in a sales and customer service environment in an incentive-based role, with 1 or more years supervisory experience; or a Bachelor’s degree with 2 years sales and customer service experience in an incentive-based role. Retail Banking preferred.
• Proficient with digital banking products.
• Demonstrated ability to meet individual sales goals on a Monthly/Annual basis
• Demonstrated knowledge of the Bank’s products and services
• Ability to perform a variety of tasks simultaneously and prioritize activities as required
• Strong interpersonal and verbal and written communication skills
• Able to register as a licensed Mortgage Loan Originator as required under the S.A.F.E. Act.

Essential Job Functions:

• Demonstrates professionalism, courtesy and efficiency when interacting with customers and fellow employees, in accordance with the East Cambridge Savings Banks Customer Service Standards to ensure an exceptional customer experience either in person, telephonically, or virtually.Makes referrals to meet customer needs.
• Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank’s Customer Service Standards. Assists with Banking Center sales promotion strategies.
• Generates and pursues sales leads by telephone, letter and personal contact which may include opening new personal or business accounts.
• Provides daily coaching, guidance and leadership to sales and service staff. Monitors progress of staff toward branch goals and modify schedules/workload to ensure completion of objectives. Assists with completion of staff performance appraisals.
• Demonstrates knowledge and understanding of the customers’ needs by conducting a needs analysis and recommends products/services as appropriate. Sells and cross-sells products and services to existing and new customers toward established sales goals. Ensures that customer service standards are achieved.
• Conducts loan interviews, accepts loan applications, and responds to mortgage inquiries. Originates and closes home equity lines of credit and consumer loans within established limits. Assists loan applicants with questions and follows up research as needed.
• Participates in civic activities to promote growth and development in the community and a positive image for the Bank as needed.
• Assists with promoting East Cambridge Savings Bank products/services to local businesses. May establish and maintain relationships with outside professionals in the community and conducts outside sales calls as needed. Informs management of progress toward goals and asks for assistance as needed. Reports sales activity to investment planning and retail management on a weekly basis. Maintains proper documentation.
• Oversees daily operations including opening and closing branch, coordinate work assignments. Prepares and maintains branch reports and files, forwards to appropriate departments when necessary.
• Trains new employees in entry-level work and customer experience standards; and reviews new procedures and services with trained staff. Evaluates work performance. Assists Sales & Service Representatives in resolving complex customer service situations in a professional, courteous, and efficient manner in accordance with East Cambridge Savings Bank’s Customer Service Standards. Responsible for effective handling of telephone calls pertaining to requests for information, problems, questions regarding service, policies, procedures, etc.
• Ensures on daily basis, proper documentation and accuracy of transactions and balance work. Verifies all cash transactions and that cash is in proof.
• Maintains compliance with Bank policies and procedures, federal, state and local laws and regulations, including but not limited to the S.A.F.E. Act and its registration, renewal and updating requirements. Maintains knowledge of current industry practices and trends as well as Bank products and services by attending training seminars as needed.
• Completes all required Bank Secrecy Act training annually and maintains knowledge of current BSA related policies and procedures. To assist with Bank Secrecy Act compliance, recognizes and documents currency transactions and checks purchased in excess of $10,000, as well as checks purchased between $3,000-$10,000. Identifies and reports potential suspicious activity.
• Monitors results of operational audits and ensure operational preparedness for audits and regulatory examinations. Ensures compliance with established policies, procedures, and laws and regulations.

East Cambridge Savings Bank, Attn: Human Resources

344 Cambridge Street Cambridge, MA 02141

East Cambridge Savings Bank is an Equal Opportunity Employer/Veterans/Disabled