Service Associate I

Eastern Bank

Wellesley (MA)

On-site

USD 38,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Retirement plan

Tuition reimbursement

Job summary

Eastern Bank is seeking a Service Associate who will function as a hybrid Customer Service Representative and Teller. The role involves handling deposits, withdrawals, loan applications, and cross-selling across bank lines while maintaining compliance and delivering excellent customer service.

Ideal candidates have 1–2 years of sales experience and a high school diploma, with preference for banking exposure.

Qualifications

High school diploma or equivalent required.
1–2 years of sales experience preferred.
Some banking experience is preferred.
Ability to work independently in a fast-paced environment.

Responsibilities

Perform duties of both a customer service representative and teller, hybrid role.
Assist customers with deposits, withdrawals, and loan payments.
Process loan applications and close loans for consumer lending.
Refer customers to other bank lines and partners.
Ensure compliance with bank policies and quarterly sales targets.

Skills

Multi-tasking

Sales experience

Customer service

Communication

Tech literacy

Education

High school diploma or equivalent

Job description

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:

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 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 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 versus 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.

About Us

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. Our Recruitment team is waiting to chat with YOU.

Job Info