Service Associate II Position Available In Middlesex, Massachusetts

Service Associate II Eastern Bank – 3.9 Cambridge, MA Job Details Full-time From $24 an hour 7 hours ago Qualifications Sales Customer service Mid-level High school diploma or GED Financial services Full Job Description S tarting

Rate:

$24.00
S ervice Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).
M ajor

Responsibilities:

S imultaneously performs the duties of a traditional branch customer service representative and teller, primarily in “in-store� locations, or in other unique locations where such a “hybrid� position is authorized.
A ccount

Representative Duties:

W orks toward achieving specific individual sales and service goals through the following activities:
O pens deposit accounts
P repares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
C loses loans for customers for applicable business lines (i.e. consumer lending)
A bility to process ATM, ITM, TCR and ICOM
M akes referrals to other bank business lines and third-party partners
P roactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
R esponsible for operational compliance and adherence to policy
H andles daily account maintenance and other service issues as necessary
U nderstands and provides support in achieving quarterly sales
S uccessfully completed and implemented 4 additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit)
T eller

Duties:

P rocess deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts.
C ash checks for customers and non-customers according to bank policy.
P rocess and properly record the sale of monetary instruments (i.e. official bank checks).
P roperly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments.
P rocess foreign currency purchases and sales.
P rocess various types of loan payments and credit card cash advances.
R elative to all duties, must adhere to all bank policies and procedures.
I ndividuals in this position will have a mixture of time spent between account representative duties and teller duties. On some occasions more time might be spent on one verse the other.
Q ualifications:
I ncumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the account representative should seek guidance from their immediate supervisor.
I ncumbent must have the ability to work independently, multi-tasking in a fast-paced environment.
I ndividual should be an outgoing self-starter and be technically literate.
B asic business acumen and professionalism is a must.
T he ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
A bility to build relationships and strong alliances across the organization.
A bility to quickly learn all details about the products and services offered by the bank.
H igh School diploma or equivalent
2 -4 years of sales experience in a retail, financial services or hospitality environment preferred.
W orking

Conditions:

A bility to remain in a stationary position for long periods of time without a break and with continuous customer contact.
I