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Service Associate II (Wakefield)

Service Associate II (Wakefield)

Eastern BankWakefield, MA, US
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Overview

Wakefield, MA (Downtown area) | United States

Employer

Eastern Bank

Responsibilities

As a Service Associate II, you will serve as the face of Eastern Bank, interfacing with customers and assisting them in their banking needs. This role is integral to the branch as it generates new business, services new and existing customers, processes requests, and works heavily in our loan, mortgage, and deposits areas. The right person will possess a wealth of knowledge on our products and services, provide all customers with stellar customer service, and build strong relationships with customers and internal clients.

Service Associate II's duties combine those of a Customer Service Representative (sales on the platform) and Teller (transactions at the teller line). You will work toward specific 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 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, including verification of cash and endorsements, and providing receipts
  • Cash checks for customers and non-customers according to bank policy
  • Process and properly record the sale of monetary instruments (e.g., official bank checks)
  • File government-mandated reports related to large cash transactions and the sale of monetary instruments
  • Process foreign currency purchases and sales
  • Process various types of loan payments and credit card cash advances
  • Adhere to all bank policies and procedures

    • Qualifications

  • Ability to work independently and multi-task in a fast-paced environment
  • Outgoing self-starter and technically literate
  • Basic business acumen and professionalism
  • Strong written and verbal communication skills
  • Ability to build relationships and strong alliances across the organization
  • Ability to quickly learn all products and services offered by the bank
  • One- to two-years of sales experience in a retail environment preferred
  • Some banking experience (e.g., teller) is a plus
  • High School diploma or equivalent

    • Work Requirements

  • Regularly scheduled to work 40-60% of time on the platform and 40-60% on the teller line
  • No more than 60% of total scheduled time may be spent in either role
  • Ability to stand for up to five hours at a time without a break
  • In-store locations open 7 days per week with extended evening hours on several days
  • Employees may be required to work rotating shifts including evenings and weekends
  • In-store branches may involve active promotion of bank products while interacting with customers

    • Eastern Bank is committed to inclusion and providing opportunities for employees to thrive and grow. This reflects our values and culture as a trusted regional bank.

    Closed Date : 2025-10-31

    J-18808-Ljbffr

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    Associate Ii • Wakefield, MA, US

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