Regional Service Associate (Various Locations)

Eastern Bank • Boston, MA

37d • $24

About The Position

Regional Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). This role supports the particular Region by floating to various branches within a designated geographic area where operating needs dictate the additional staff in a branch for a period of time.

Requirements

• 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 details about the products and services offered by the bank.
• High School diploma or equivalent

Nice To Haves

• 2-4 years of sales experience in a retail, financial services or hospitality environment preferred

Responsibilities

• Simultaneously performs the duties of a traditional branch customer service representative and teller. This position requires travel to various branch locations within the designated Region. An emphasis is made on placing employees within a specific geography to where they live.
• 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
• 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.
• 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 the immediate branch supervisor.

Benefits

• Eastern offers a robust benefits and retirement package.
• Please see the description of benefits included with this job posting for additional information.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees