Service Associate I

Eastern Bank Wakefield , MA 01880

Posted 2 months ago

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.

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

  • 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)

  • 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

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Service Associate I

Eastern Bank