Job Details

Service Associate II

Company name
Eastern Bank

Location
Beverly, MA, United States

Employment Type
Full-Time

Industry
Retail, Sales, Finance

Posted on
Sep 04,2019

Valid Through
Dec 18,2019

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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.

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

Walks the aisles of the supermarket to talk with prospects and existing bank customers about the bank's products and services

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

Job Requirements

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)

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

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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Company info

Eastern Bank
Website : http://www.easternbank.com

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