Senior Service Associate

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Part Time Inman Square Banking Center, Cambridge, MA, US

2 days ago Requisition

Salary Range: $29.72 To $44.60 Annually

Actual compensation for this role is commensurate with experience, skill set, and other qualifications.

East Cambridge Savings Bank’s Retail Division is actively recruiting for a Part-Time
Senior Service Associate.

Under the general direction of the Business Development Manager, perform and coordinate a variety of sales & service related work in support of branch sales and service.

• 3 or more years in a sales and customer service environment in an incentive-based role, with 1 or more years supervisory experience; or a Bachelor’s degree with 2 years sales and customer service experience in an incentive-based role. Retail Banking preferred.
• Proficient with digital banking products.
• Demonstrated ability to meet individual sales goals on a Monthly/Annual basis
• Demonstrated knowledge of the Bank’s products and services
• Ability to perform a variety of tasks simultaneously and prioritize activities as required
• Strong interpersonal and verbal and written communication skills
• Able to register as a licensed Mortgage Loan Originator as required under the S.A.F.E. Act.

• Demonstrates professionalism, courtesy and efficiency when interacting with customers and fellow employees, in accordance with the East Cambridge Savings Banks Customer Service Standards to ensure an exceptional customer experience either in person, telephonically, or virtually.
  
  Makes referrals to meet customer needs.
• Responsible for attaining predetermined sales goals on a monthly/annual basis in accordance with the Bank’s Customer Service Standards. Assists with Banking Center sales promotion strategies.
• Generates and pursues sales leads by telephone, letter and personal contact which may include opening new personal or business accounts.
• Provides daily coaching, guidance and leadership to sales and service staff. Monitors progress of staff toward branch goals and modify schedules/workload to ensure completion of objectives. Assists with completion of staff performance appraisals.
• Demonstrates knowledge and understanding of the customers' needs by conducting a needs analysis and recommends products/services as appropriate. Sells and cross-sells products and services to existing and new customers toward established sales goals. Ensures that customer service standards are achieved.
• Conducts loan interviews, accepts loan applications, and responds to mortgage inquiries. Originates and closes home equity lines of credit and consumer loans within established limits. Assists loan applicants with questions and follows up research as needed.
• Participates in civic activities to promote growth and development in the community and a positive image for the Bank as needed.
• Assists with promoting East Cambridge Savings Bank products/services to local businesses. May establish and maintain relationships with outside professionals in the community and conducts outside sales calls as needed. Informs management of progress toward goals and asks for assistance as needed. Reports sales activity to investment planning and retail management on a weekly basis. Maintains proper documentation.
• Oversees daily operations including opening and closing branch, coordinate work assignments. Prepares and maintains branch reports and files, forwards to appropriate departments when necessary.
• Trains new employees in entry-level work and customer experience standards; and reviews new procedures and services with trained…