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Hybrid Service Associate I (Dedham) bei Business Banking

Business Banking · Dedham, Vereinigte Staaten Von Amerika · Hybrid

45.760,00 $  -  45.760,00 $

Jetzt bewerben

Starting Rate: $22.00

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: 

  • 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
  • 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

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 

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.
Jetzt bewerben

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