Service Associate - (Jamaica Plain)

Eastern Bank; Boston (MA); On-site; USD 25,003 - 35,610; Full time

Job summary

Eastern Bank in Boston is seeking a service associate to achieve sales and service goals through account openings and loan processing. Ideal candidates should have sales experience, enjoy working with customers, and possess strong communication skills.

This position requires a strong ability to multitask in a fast-paced environment. A high school diploma or equivalent is necessary, with preference for candidates who have prior sales or banking experience.

Qualifications

• 1-2 years of sales experience in retail, financial services, or hospitality preferred.
• Some banking experience is a plus.
• Ability to communicate effectively and understand customer needs.

Responsibilities

• Achieve sales and service goals through account openings and loan processing.
• Process transactions, handle customer inquiries, and maintain compliance.
• Engage with customers to retain and grow the bank's portfolio.

Skills

Sales experience

Customer service

Technical literacy

Ability to build relationships

Education

High school diploma or equivalent

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.

Major Responsibilities

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 advances
• Relative to all duties, must adhere to all bank policies and procedures

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.