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Service Associate
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UBS Boston, United StatesYour role · We are looking for a Client Associate to join our Private Wealth Management ("PWM) Team in Boston, MA. In this role, you will be working with one of the largest and fast-growing PWM Teams in the country. You will need to have excellent attention to detail, communicat ...
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Client Service Associate
1 day ago
Beacon Hill Boston, United StatesClient Service Associate to $95K Plus Bonus · An investment advisory firm is seeking a Client Service Associate In this role, you will be a primary point of contact for service and planning related needs for a select group of the firm's clients. The qualified candidate needs to ...
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Food Service Associate
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Panera Bread Boston, United StatesOur NEW Panera Bread location at Beth Israel Hospital is hiring associates Pay up to $17.50/hr. Must be 18 to apply. Apply today for immediate interview Panera Bread / PR Restaurants is seeking Food Service Associates to join our supportive team of Food Service, Associate, Servic ...
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Associate Scientific Services Specialist
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Pyramid Consulting, Inc Boston, United StatesImmediate need for a talented Associate Scientific Services Specialist. This is a 12+ Months contract opportunity with long-term potential and is located in Boston, MA (Onsite). Please review the job description below and contact me ASAP if you are interested. · · Job ID: · ...
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Member Services Associate
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Massachusetts General Hospital Boston, United States Part timeThe Member Services Representative is the "concierge" of the club. They provide good customer service to all members and their guests by exceptional communication skills as well as a friendly and outgoing personality. The Member Service Representativ Member Services, Member Servi ...
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Registered Client Service Associate
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Morgan Stanley Boston, United StatesPosition Summary: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the fu ...
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Client Service Associate
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Fanning Personnel Boston, United StatesPosition Summary · Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as fac ...
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Resident Services Associate
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Barkan Boston, United StatesCome join our growing team · If you're looking for a rewarding position on a dynamic team with opportunities for growth, look no further The Barkan Companies is a diversified group of real estate businesses with a solid record of success in property management, construction and ...
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Client Service Associate
1 week ago
Morgan Stanley Boston, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...
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Associate, Client Service
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Fanning Personnel Boston, United StatesAssociate, Client Service & Marketing opening located at a wealth management firm in Boston · Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This s ...
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Unit Service Associate
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Mass General Brigham Boston, United StatesMay include but are not limited to: cleaning unit-based equipment, furniture, floors, walls, bathrooms, med rooms/alcoves, nourishment stations, utility rooms, sleep rooms, conference rooms, staff and visitor lounges; replacing cubicle curtains, empt Associate, Service, Retail, H ...
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Office Services Associate
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Williams Lea Boston, United StatesWilliams Lea is hiring for an Office Services Associate for our Boston office to work Monday to Friday, 11:00 am to 8:00 pm · This position will require proof of Covid-19 vaccination (see end of description for additional requirements). · Pay: $18.00/hour · Benefits: · * Various ...
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Park Service Associate
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Zoo New England Boston, United StatesPerforms duties associated with the upkeep, maintenance, care, beautification and cleaning of ZNE's grounds, roadways and buildings. These tasks require the ability to follow cleaning protocols, wear required Personal Protection Equipment and the ability to follow verbal and writ ...
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Client Service Associate
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Beacon Hill Boston, United StatesClient Service Associate to $95K Plus Bonus · An investment advisory firm is seeking a Client Service Associate In this role, you will be a primary point of contact for service and planning related needs for a select group of the firms clients. The qualified candidate needs to ...
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Unit Service Associate
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Massachusetts General Hospital Boston, United StatesJob Description - Unit Service Associate · Unit Service Associate · - · ( · ) · Responsible for a variety of tasks to maintain the cleanliness and orderliness of assigned unit and to support fellow USAs in doing so. Other responsibilities may include but are not limited to: ...
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Resident Services Associate
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Barkan Boston, United StatesCome join our growing team · If youre looking for a rewarding position on a dynamic team with opportunities for growth, look no further The Barkan Companies is a diversified group of real estate businesses with a solid record of success in property management, construction and de ...
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Park Service Associate
1 day ago
Zoo New England Boston, United StatesJob Description · Job Description Salary: $19.00/hour · Performs duties associated with the upkeep, maintenance, care, beautification and cleaning of ZNE's grounds, roadways and buildings. These tasks require the ability to follow cleaning protocols, wear required Personal Prote ...
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Client Service Associate
1 week ago
Beacon Hill Boston, United StatesTo Apply for this Job Click Here Client Service Associate to $95K Plus Bonus An investment advisory firm is seeking a Client Service Associate In this role, you will be a primary point of contact for service and planning related needs for a select group of the firm's clients. The ...
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Guest Service Associate
1 week ago
Massachusetts Convention Center Authority Boston, United StatesSummary: · As assigned, Guest Services Associate ("GSA")/ Lawn on D Ambassador is responsible providing excellent customer service to our clients and visitors under the guidance of the Guest Services Manager · Essential Duties & Responsibilities:The Guest Services Manager may d ...
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patron services associate
2 days ago
National Opera Center Boston, United StatesJob Location : On Site/In Person; Hybrid/Other; Local Remote · Job Type : Full Time · Network(s) : Artistic Administration; Development; Education & Community Engagement; Finance, HR, & Administration; General, Executive, & Artistic Directors; Marketing & PR; Performer Developmen ...
Service Associate I - Boston, United States - Eastern Bank
Description
Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).
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(supermarket position only) Walks the aisles of the supermarket to talk with prospects and existing bank customers about the bank's products and services
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.
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 (i.e. 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.
Committed. Inclusive. Courageous.
Eastern Bank has built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow.
We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.
As a large full service commercial bank in the Greater Boston area, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program.
As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential.
These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.
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