Customer Service Representative II in Swampscott, MA at Eastern

Date Posted: 7/28/2020

Job Snapshot

Job Description

When you join Eastern Bank, you join the largest and oldest mutual bank in the country. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.

As the fourth-largest full-service commercial bank in Greater Boston, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program.

As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.

Responsibilities include, but are not limited to the following:

Works toward achieving specific individual and branch 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
  • May oversee and coach “junior” account representatives in their sales and service activities.
  • Expected to gain a full understanding of the teller function with the expectation that it may be necessary to act as a teller in an emergency situation.  
  • Senior account representatives may also, at times, be expected to act in a “management” capacity – particularly in branches with smaller staffing complements.

Job Requirements

  • 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 or equivalent
  • Three-to-four years of sales experience on a banking platform, or equivalent external experience in a retail environment required. 
  • For incumbents who have tenure with the bank, must have a history of solid sales and service successes. 
  • Basic business acumen and professionalism is a must. 
  • Strong written and verbal communication skills are critical. 
  • Ability to build relationships and strong alliances across the organization. 
  • Ability to quickly learn all there is to know about the products and services offered by the bank. 
  • Must retain and build upon product knowledge base as a senior member of the division’s platform staff.