Service Associate II (Wakefield)

Overview

Wakefield, MA (Downtown area) | United States

Employer

Eastern Bank

Responsibilities

As a Service Associate II, you will serve as the face of Eastern Bank, interfacing with customers and assisting them in their banking needs. This role is integral to the branch as it generates new business, services new and existing customers, processes requests, and works heavily in our loan, mortgage, and deposits areas. The right person will possess a wealth of knowledge on our products and services, provide all customers with stellar customer service, and build strong relationships with customers and internal clients.

Service Associate II's duties combine those of a Customer Service Representative (sales on the platform) and Teller (transactions at the teller line). You will work toward specific 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 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

Qualifications

Work Requirements

Eastern Bank is committed to inclusion and providing opportunities for employees to thrive and grow. This reflects our values and culture as a trusted regional bank.

Closed Date : 2025-10-31

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