Customer Service Associate, part-time 20 hours at Chelsea

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)


• 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


• For licensed individuals, sells annuities and/or insurance products


• Responsible for operational compliance and adherence to policy


• Handles daily account maintenance and other service issues as necessary

Teller Duties:

• 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


• Incumbant must be able to work the following schedule:
  
  • Monday: 12:30pm - 4:30pm
  • Wednesday - Friday: 12:30pm - 4:30pm
  • Saturday: 8:30am - 12:30pm

Required Skills

• Basic business acumen and professionalism is a must


• Strong written and verbal communication skills are critical


• Ability to build relationships and strong alliances across the organization


• Ability to quickly learn all there is to know about the products and services offered by the bank

Required Experience

• High School or equivalent


• One-to-two years of sales experience in a retail environment preferred


• Some banking experience is preferred (i.e. teller or otherwise) is a plus

Country: USA, State: Massachusetts, City: Chelsea, Company: Eastern Bank.