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Regional Service Associate - PT 31 hrs at Eastern Bank

Regional Service Associate - PT 31 hrs

Eastern Bank Melrose, MA Part-Time
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Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). 

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
  • For licensed individuals, sells annuities and/or insurance products
  • Responsible for operational compliance and adherence to policy
  • Handles daily account maintenance and other service issues as necessary
  • 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
  • In-store locations are open 7-days / week with extended evening hours on several days. Employees may be required to work rotating shifts that include evenings and weekends.
  • Required to travel throughout the region 100% of the time

Qualifications:

  • High school diploma or equivalent
  • One-to-two years of sales experience in a retail environment preferred
  • Some banking experience is preferred (i.e. teller or otherwise)
 

Recommended Skills

Mortgage Loans
Banking
Loans
Annuities
Retailing
Sales
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Job Snapshot

Employee Type

Part-Time

Location

Melrose, MA

Job Type

Other

Experience

2 years

Date Posted

04/17/2021
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