Service Associate I - Part Time 20 Hours (Wakefield)

Retail Region 2 Administration; Wakefield (MA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Benefits package

Retirement plan

Job summary

Retail Region 2 Administration seeks a Service Associate blending customer service and teller roles at its branch locations in Wakefield, MA. The position combines opening deposit accounts, processing loans, and referring to other lines while meeting quarterly sales targets.

The role requires a high school diploma, 1–2 years of sales experience, and basic banking familiarity. Strong communication and relationship-building skills are essential for success.

Qualifications

• High school diploma or equivalent required.
• 1-2 years of sales experience preferred.
• Some banking experience is a plus.
• Ability to communicate information clearly and build relationships.

Responsibilities

• Opens deposit accounts.
• Prepares and processes loan applications for mortgage, consumer, small business, etc.
• Closes loans for customers.
• Makes referrals to other bank lines and third-party partners.
• Proactively reaches out to high-value customers to retain and grow the portfolio.
• Responsible for operational compliance and policy adherence.
• Handles daily account maintenance and service issues.
• Understands and supports quarterly sales goals.
• Processes deposits and checks as Teller duties.
• Processes foreign currency purchases and sales.

Skills

Customer service

Teller experience

Sales experience

Independent worker

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. 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 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.

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 customercontact.
• Incumbent must be able to transport items weighing 15 pounds or more.