Service Associate II - Reading (Req # 2855)

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).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.*Major Responsibilities:**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)* 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.*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 versus the other.*Qualifications:** 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.Job Type: Full-timePay: From $24.00 per hourBenefits:* 401(k)* 401(k) matching* Dental insurance* Employee discount* Health insurance* Paid time off* Vision insuranceShift:* 8 hour shift* Day shift* Evening shiftExperience:* Banking: 1 year (Preferred)* Sales: 1 year (Required)* Cash handling: 1 year (Required)* Customer service: 1 year (Required)Ability to Relocate:* Reading, MA 01867: Relocate before starting work (Required)Work Location: In person

Created: 2025-02-17