Service Associate I - Concord Main St. at Eastern Bank · 75 Main…

Summary: Eastern Bank is dedicated to providing excellent customer service and is seeking a Service Associate I to perform both customer service representative and teller duties. The role involves opening deposit accounts, processing loan applications, and ensuring operational compliance while maintaining a focus on achieving sales goals. 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 - 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 - 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 Required Qualifications: - High school diploma or equivalent required - 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 - 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 - 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 Preferred Qualifications: - 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 Required Skills: Sales, Loan Processing, Cash Handling, Account Maintenance, Operational Compliance Benefits: Medical, dental, vision, life and disability insurance, Retirement, Vacation, Tuition reimbursement