Service Associate II (37.5 hrs)

About the position

The Service Associate II position at Eastern Bank is a hybrid role that combines the responsibilities of a Customer Service Representative and a Teller. This full-time position involves engaging with customers in both sales and transaction processing, primarily in in-store locations. The role focuses on achieving sales and service goals while ensuring operational compliance and providing excellent customer service.

Responsibilities
• Open deposit accounts
,
• Prepare and process loan applications for various lending units (mortgage, consumer, small business, etc.)
,
• Close loans for customers for applicable business lines (i.e. consumer lending)
,
• Process ATM, ITM, TCR and ICOM transactions
,
• Make referrals to other bank business lines and third-party partners
,
• Proactively reach out to high-value customers to retain and grow the portfolio
,
• Handle daily account maintenance and other service issues as necessary
,
• Achieve quarterly sales goals
,
• Complete and implement additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit)
,
• Process deposits to customer accounts, including verification of cash and endorsements
,
• 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)
,
• File government-mandated reports related to large cash transactions and the sale of monetary instruments
,
• Process foreign currency purchases and sales
,
• Process various types of loan payments and credit card cash advances

Requirements
• High School diploma or equivalent
,
• 2-4 years of sales experience in a retail, financial services or hospitality environment preferred
,
• Ability to work independently and multi-task in a fast-paced environment
,
• Outgoing self-starter with technical literacy
,
• Basic business acumen and professionalism
,
• Strong communication skills to convey information clearly
,
• Ability to build relationships and strong alliances across the organization
,
• Quick learner of products and services offered by the bank

Nice-to-haves

Benefits
• Medical insurance
,
• Dental insurance
,
• Vision insurance
,
• Life insurance
,
• Disability insurance
,
• Retirement plan
,
• Vacation
,
• Tuition reimbursement

Apply Job!