Regional Service Associate (Various locations)
Eastern Bank · Brockton, MA · 2 mo ago
OTHR$24/hrFull-time
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.
- 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
Qualifications
- 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.
- The ability to build relationships and strong alliances across the organization.
- The 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
- Frequently is required to operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer.
- Occasionally travels to locations outside of the facility, to attend meetings, trainings, events, and other business activities.
- Frequently observes details at close range (within a few feet of the observer).
- Must have the ability to communicate information and ideas so others will understand.
- Must be able to exchange accurate information in these situations.
- Frequently works in an open floor-plan office environment (moderate, but occasionally loud at times).
- 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.