Newburyport, MA, 01950, USA
34 days ago
Service Associate II
Starting Rate: $24.00 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 “in-store” locations, or in other unique 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) + Ability to process ATM, ITM, TCR and ICOM + 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 + Successfully completed and implemented 4 additional trainings (Fiduciary, Business Documentation, Operations and Safe Deposit) 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 spent between account representative duties and teller duties. On some occasions more time might be spent on one verse 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 account representative should seek guidance from their 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. + 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. + High School diploma or equivalent + 2-4 years of sales experience in a retail, financial services or hospitality environment preferred. **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.
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