Regional Service Associate - Eastern Bank
Danvers, MA
About the Job
Starting Rate: $24.00
The 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.
The Regional Service Associate Simultaneously performs the duties of a traditional branch customer service representative and teller.
Account Representative Duties:
Works toward achieving specific individual sales and service goals through the following activities:
+ 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)
+ 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
+ Understands and provides support in achieving quarterly sales
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
Individuals 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.
Incumbent 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.
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.
Qualifications:
+ 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 all details about the products and services offered by the bank.
+ High school diploma or equivalent required
+ 1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
+ Some banking experience is preferred (e.g. teller or otherwise) is a plus.
Working Conditions:
+ Since 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.
+ Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact
+ Incumbent must be able to transport items weighing 15 pounds or more.
At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.
Eastern Bank is an Equal Opportunity Employer of women, people of color, LGBTQIA+, religion, national origin, citizenship, neurodivergence, age, Veterans, individuals with disabilities, or any other characteristic protected by law.
At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.
The 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.
The Regional Service Associate Simultaneously performs the duties of a traditional branch customer service representative and teller.
Account Representative Duties:
Works toward achieving specific individual sales and service goals through the following activities:
+ 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)
+ 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
+ Understands and provides support in achieving quarterly sales
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
Individuals 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.
Incumbent 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.
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.
Qualifications:
+ 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 all details about the products and services offered by the bank.
+ High school diploma or equivalent required
+ 1-2 years of sales experience in a retail, financial services or hospitality environment preferred.
+ Some banking experience is preferred (e.g. teller or otherwise) is a plus.
Working Conditions:
+ Since 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.
+ Ability to remain in a stationary position for long periods of time without a break and with continuous customer contact
+ Incumbent must be able to transport items weighing 15 pounds or more.
At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.
Eastern Bank is an Equal Opportunity Employer of women, people of color, LGBTQIA+, religion, national origin, citizenship, neurodivergence, age, Veterans, individuals with disabilities, or any other characteristic protected by law.
At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.
Source : Eastern Bank
