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Service Associate

Job in Reading, Middlesex County, Massachusetts, 01814, USA
Listing for: Eastern Bank
Full Time position
Listed on 2025-12-23
Job specializations:
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
Position: Service Associate I

Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.

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

Major Responsibilities

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:

  • 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
  • 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
  • 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

Individuals in this position will have a mixture of time between platform and teller line. On some occasions more time might be spent on one side verses the other.

Qualifications
  • 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.
  • Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate.
  • High school diploma or equivalent required
  • 1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
  • Some banking experience is preferred (e.g., teller or otherwise) is a plus.
  • Basic business acumen and professionalism is a must.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • 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.
Working Conditions
  • Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact.
  • Incumbent must be able to transport items weighing 15 pounds or more.
Job Info
  • Job Identification 3801
  • Job Category Retail Sales & Service
  • Posting Date 12/18/2025, 03:47 PM
  • Degree Level High School Graduate
  • Job Schedule Full time
  • Locations 123 Haven Street, Reading, MA, 01867, US
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Position Requirements
10+ Years work experience
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