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Customer Service Officers

Eastern Bank

Eastern offers a robust benefits and retirement package. Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).

Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized.

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)

Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio

Responsible for operational compliance and adherence to policy

Handles daily account maintenance and other service issues as necessary

Understands and provides support in achieving quarterly sales

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

Properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments

Process various types of loan payments and credit card cash advances

Relative to all duties, must adhere to all bank policies and procedures

Individuals in this position will have a mixture of time between platform and teller line. Incumbent has the authority to use discretion in some circumstances, but if/when written policy is unclear or there is any uncertainty, the service associate should seek guidance from his/her immediate supervisor.

  • High school diploma or equivalent required
  • 1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
  • Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact.

At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.

All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.

At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. Our Recruitment team is waiting to chat with YOU.

Vacancy posted more than 2 months ago

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