Senior Customer Service Representative
Eastern Bank - Saugus, MA

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Works toward achieving specific individual and branch 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
  • May oversee and coach “junior” account representatives in their sales and service activities.
  • Expected to gain a full understanding of the teller function with the expectation that it may be necessary to act as a teller in an emergency situation.
  • Senior account representatives may also, at times, be expected to act in a “management” capacity – particularly in branches with smaller staffing complements.
  • Incumbent must be able to work the following schedule:
    • Tuesday : 8:30 AM - 4:30 PM
    • Wednesday: 8:30 AM - 5:30 PM
    • Thursday: 9:30 AM - 8:30 PM
    • Friday: 9:00 AM - 5:30 PM
    • Saturday: 9:00 AM - 3:00 PM
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.
  • Must retain and build upon product knowledge base as a senior member of the division's platform staff.
Required Experience
  • Three-to-four years of sales experience on a banking platform, or equivalent external experience in a retail environment required.
  • For incumbents who have tenure with the bank, must have a history of solid sales and service successes.
  • Should have some supervisory experience.
  • Individuals in this position may be expected to obtain licenses to sell annuities and/or insurance products (series 6 / 63) to continue along the retail branch career path (to Assistant Branch Manager).
  • High School diploma or equivalent required

About this company
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Our history goes back almost 200 years. We are the largest and oldest mutual bank in the country. We offer banking, investments and...