Service Associate - Finance and Investment Industry Opportunity


: $101,865.00 - $162,370.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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DescriptionWhen you join Eastern Bank, you join the largest and oldest mutual bank in the country. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.As the fourth-largest full-service commercial bank in Greater Boston, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program.As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.Works toward achieving specific individual sales and service goals through the following activities:Opens deposit accountsPrepares 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 partnersProactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolioFor licensed individuals, sells annuities and/or insurance productsResponsible for operational compliance and adherence to policyHandles daily account maintenance and other service issues as necessaryProcess deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receiptsCash checks for customers and non-customers according to bank policyProcess 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 instrumentsProcess foreign currency purchases and salesProcess various types of loan payments and credit card cash advancesRelative to all duties, must adhere to all bank policies and proceduresThis position includes Saturday HoursQualificationsHigh School diploma or equivalentOne-to-two years of sales experience in a retail environment preferredSome banking experience is preferred (i.e. teller or otherwise)Basic business acumen and professionalism is a mustStrong written and verbal communication skills are criticalAbility to build relationships and strong alliances across the organizationAbility to quickly learn all there is to know about the products and services offered by the bank
Associated topics: broker, commission, client, guest, inside sales, insurance agent, lead sales agent, outside sales, retail, sales professional * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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