Part Time Customer Service Associate I (54) - Mashpee (25 hours)
Eastern Bank - Mashpee, MA

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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

Some Saturday and Sunday hours required.

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) is a plus

Eastern Bank - 15 months ago - save job - block
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About this company
23 reviews
Eastern Bank wants to help you count your clams. The holding company owns Eastern Bank, which operates approximately 100 branch locations in...