Service Associate I

Eastern Bank; Newburyport (MA); On-site; USD 26,000 - 34,000; Full time

Benefits offered by this job

Benefits package

Job summary

Eastern Bank is seeking a Service Associate blending customer service and teller duties in a hybrid branch role. You will handle deposits, loan applications, and referrals while delivering friendly, accurate service.

You will work toward quarterly sales goals, maintain compliance, and develop relationships with customers. Starting rate is $22.00, with compensation and benefits described in the posting.

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.
• Ability to work independently and multi-task in a fast-paced environment.
• Strong communication and relationship-building skills.

Responsibilities

• Perform duties of both Customer Service Representative and Teller in a hybrid position.
• Open deposit accounts and process loan applications for various lending units.
• Close loans and refer to other bank lines and partners.
• Proactively reach out to high-value customers by phone and in person to retain and grow the portfolio.
• Ensure operational compliance and adherence to policy; handle daily account maintenance and service issues.
• Achieve quarterly sales goals and provide excellent customer service.

Skills

Sales experience

Communication skills

Multi-tasking

Independent worker

Customer service

Education

High school diploma

Job description

Starting Rate: $22.00

Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).

Major Responsibilities

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.

Account Representative Duties

Works toward achieving specific individual sales and service goals through the following activities:

• Opens deposit accounts
• 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

Teller Duties

• 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 bank checks)
• 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 advancesRelative 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.

Qualifications

• Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor.
• Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate.
• 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.
• Basic business acumen and professionalism is a must.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• 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.

Working Conditions

• Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact.
• Incumbent must be able to transport items weighing 15 pounds or more.

At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.

Eastern Bank is an equal opportunity employer. All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.

At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company.

Starting Rate: $22.00 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).