Eastern Bank→
Service Associate I - Part Time 20 Hours… at Eastern Bank · Peabody
Entry LevelOn-sitePart-timePeabody, MA$46k–$46k/yr
Skills
salescash handlingloan processingaccount maintenanceoperational compliancemonetary instrument processingforeign currency transactions
Job Description
Summary: Eastern Bank is dedicated to supporting its employees and providing opportunities for growth. They are seeking a Service Associate I to perform duties as both a Customer Service Representative and Teller, focusing on achieving sales and service goals while ensuring operational compliance.
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 verses the other
Required Qualifications:
- High school diploma or equivalent required
- Ability to work independently, multi-tasking in a fast-paced environment
- Outgoing self-starter and technically literate
- Basic business acumen and professionalism is a must
- Ability to communicate information and ideas so others will understand
- 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
- Ability 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 (e.g., teller or otherwise) is a plus
Required Skills: Sales, Cash Handling, Loan Processing, Account Maintenance, Operational Compliance, Monetary Instrument Processing, Foreign Currency Transactions
Benefits: Eastern offers a robust benefits and retirement package., Medical, dental, vision, life and disability insurance, Retirement, Vacation, Tuition reimbursement
Benefits
Eastern offers a robust benefits and retirement package.
Medical, dental, vision, life and disability insurance
Retirement
Vacation
Tuition reimbursement