Regional Service Associate

Starting rate: $24.00. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.

About the role

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 Region by floating to various branches within a designated geographic area where operating needs dictate additional staff for a period of time. An emphasis is made on placing employees within a specific geography relative to where they live.

Responsibilities

Individuals in this position will have a mixture of time spent between account representative duties and teller duties. On some occasions, more time might be spent on one as opposed to the other.

Account Representative Duties

• 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

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

Problem Solving and Decision Making

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.

Requirements

• Ability to work independently, multi-tasking in a fast-paced environment
• Outgoing self-starter with technical literacy
• Basic business acumen and professionalism
• 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
• 2–4 years of sales experience in a retail, financial services, or hospitality environment preferred

Working Conditions

• Must be able to remain in a stationary position 50% of the time
• Frequently operates a computer and other office productivity machinery (calculator, copy machine, printer)
• Occasionally moves about inside the office to access file cabinets, office machinery, etc.
• Occasionally travels to locations outside of the facility for meetings, trainings, events, and other business activities
• Occasionally positions self to maintain or access files in file cabinets
• Must have the ability to communicate information and ideas so others will understand; must be able to exchange accurate information in these situations
• Frequently observes details at close range (within a few feet of the observer)
• Must have near visual acuity for working on a computer, far visual acuity, and peripheral vision necessary for driving a motor vehicle
• Occasionally lifts and/or moves boxes or equipment up to 20 pounds across the office for various needs
• Subject to inside environmental conditions with lighting, temperature, and noise levels of an open floor-plan office environment (moderate, but occasionally loud)
• Frequently required to travel to other company locations
• Routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets

Benefits

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