Regional Service Associate - 37.5 Hours

Eastern Bank•Cambridge, MA

10d•Onsite

About The Position

The Regional Service Associate performs both customer service representative and teller duties, supporting a designated region by traveling among branches where additional staffing is needed. Employees are generally placed within a specific geographic area near where they live, and travel to other Region 2 branches is required. The role involves a mix of account representative and teller work, with the balance varying according to branch needs. The account representative work includes opening deposit accounts, preparing and processing loan applications, closing applicable loans, using ATM, ITM, TCR, and ICOM systems, making referrals, contacting high-value customers to retain and grow the portfolio, maintaining accounts, and following operational policies. Teller work includes processing deposits and cashing checks, selling and recording monetary instruments, filing required government reports, handling foreign currency transactions, and processing loan payments and credit card cash advances. The associate may use discretion in some circumstances, but should consult the immediate branch supervisor when written policy is unclear or there is uncertainty. The role is based in an open-plan office environment and involves frequent travel to company locations. The posted starting rate is $24.00 per hour; actual pay may vary based on experience, skills, and market factors, and additional compensation may apply.

Requirements

High school diploma or equivalent.
Ability to work independently and multitask in a fast-paced environment.
Outgoing, self-starting approach and technical literacy.
Basic business acumen and professionalism.
Ability to communicate information and ideas clearly and exchange accurate information.
Ability to build relationships and strong alliances across the organization.
Ability to quickly learn the bank’s products and services.
Ability to travel to other branches and company locations.

Nice To Haves

2–4 years of sales experience in a retail, financial services, or hospitality environment is preferred.

Responsibilities

Perform customer service representative and teller duties, with time divided between the two according to branch needs.
Travel to various branches within the designated region to provide additional staffing.
Open deposit accounts.
Prepare and process loan applications for mortgage, consumer, small business, and other lending units.
Close loans for applicable business lines.
Process ATM, ITM, TCR, and ICOM transactions.
Make referrals to other bank business lines and third-party partners.
Proactively contact high-value customers by phone and in person to help retain and grow the portfolio.
Maintain operational compliance and adhere to bank policies and procedures.
Handle daily account maintenance and other customer service issues.
Process deposits, verify cash and endorsements, and provide receipts.
Cash checks for customers and non-customers according to bank policy.
Process and properly record sales of monetary instruments, such as official bank checks.
File government-mandated reports related to large cash transactions and sales of monetary instruments.
Process foreign currency purchases and sales.
Process loan payments and credit card cash advances.
Seek guidance from the immediate branch supervisor when written policy is unclear or there is uncertainty.