Full Time Customer Service Associate I (54) - Jamaica Plain

Company Name:
Eastern Bank
Full Time Customer Service Associate I (54) - Jamaica Plain
Tracking Code
Job Description
Account Representative Duties:
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
Teller Duties:
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
Required Skills
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
Required Experience
High School or equivalent
One-to-two years of sales experience in a retail environment preferred
Some banking experience is preferred (i.e. teller or otherwise)
Job Location
Jamaica Plain, Massachusetts, United States
Position Type

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