Service Associate I(Lynnfield)
$45,760–$45,760 year
On-siteLynnfield, Massachusetts, United States
Job Summary
Simultaneously perform duties as a customer service representative and teller in traditional branch locations. Open deposit accounts, process loan applications for mortgage and small business units, and close loans for applicable business lines. Proactively reach out to high-value customers via phone and in person to retain and grow the portfolio. Process deposits, verify cash and endorsements, issue receipts, and handle cash checks for customers and non-customers. Record sales of monetary instruments, file government-mandated reports for large cash transactions, and process foreign currency purchases and sales. Adhere to all bank policies and procedures while achieving individual sales and service goals. Work independently in a fast-paced environment with a mixture of time between the platform and teller line.
Required Qualifications
- High school diploma or equivalent
- Ability to work independently
- Ability to multi-task in a fast-paced environment
- Outgoing self-starter
- Technically literate
- Basic business acumen
- Professionalism
- Ability to communicate information and ideas so others will understand
- Ability to exchange accurate information
- Ability to build relationships and strong alliances across the organization
- Ability to quickly learn all details about the products and services offered by the bank
- Ability to remain in a stationary position for long periods of time without a break
- Ability to transport items weighing 15 pounds or more
Desired Qualifications
- 1-2 years of sales experience in a retail, financial services or hospitality environment
- Some banking experience (e.g., teller or otherwise)
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