he Regional Service Associate serves as a vital member of our retail banking network. They will have the unique opportunity to work several branches within their region, offering short-term to long-term support as needed. This role is responsible for operational compliance and adherence to policy. Handles daily account maintenance and other service issues as necessary, process deposits to customer accounts and properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments.
T
he Regional Service Associate Simultaneously performs the duties of a traditional branch customer service representative and teller.
A
ccount Representative Duties:
W
orks toward achieving specific individual sales and service goals through the following activities:
O
- pens deposit accounts
P
- repares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
C
- loses loans for customers for applicable business lines (i.e. consumer lending)
M
- akes referrals to other bank business lines and third party partners
P
- roactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
R
- esponsible for operational compliance and adherence to policy
H
- andles daily account maintenance and other service issues as necessary
U
- nderstands and provides support in achieving quarterly sales
T
eller Duties:
P
- rocess deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts
C
- ash checks for customers and non-customers according to bank policy
P
- rocess and properly record the sale of monetary instruments (i.e. official bank checks)
P
- roperly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments
P
- rocess foreign currency purchases and sales
P
- rocess various types of loan payments and credit card cash advances
R
- elative to all duties, must adhere to all bank policies and procedures
I
ndividuals 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.
I
ncumbent 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.
I
ncumbent 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.
Q
ualifications:
B
- asic business acumen and professionalism is a must.
T
- he ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
A
- bility to build relationships and strong alliances across the organization.
A
- bility to quickly learn all details about the products and services offered by the bank.
H
- igh school diploma or equivalent required
1
- -2 years of sales experience in a retail, financial services or hospitality environment preferred.
S
- ome banking experience is preferred (e.g. teller or otherwise) is a plus.
W
orking Conditions:
S
- ince this position offers the unique opportunity to work on teams in multiple branch locations, having access to reliable transportation is a requirement for this role. Eastern Bank provides mileage reimbursement for any distance traveled beyond the normal daily commute.
A
- bility to remain in a stationary position for long periods of time without a break and with continuous customer contact
I
- ncumbent must be able to transport items weighing 15 pounds or more.
ommitted. 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.
A
s 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.
A