Service Associate I - Concord Main St.

Job description

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: 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: - Process deposits to customer acco...