Demo

Regional Service Associate I - FLOAT

Eastern Bank
Somerville, MA Full Time
POSTED ON 10/19/2023 CLOSED ON 2/2/2024

What are the responsibilities and job description for the Regional Service Associate I - FLOAT position at Eastern Bank?

This role requires travel to surrounding branches within the region.

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).

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.

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
  • For licensed individuals, sells annuities and/or insurance products
  • Responsible for operational compliance and adherence to policy
  • Handles daily account maintenance and other service issues as necessary
  • (supermarket position only) Walks the aisles of the supermarket to talk with prospects and existing bank customers about the bank’s products and services

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.

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.
  • Strong written and verbal communication skills are critical.
  • Ability to build relationships and strong alliances across the organization.
  • Ability to quickly learn all there is to know about the products and services offered by the bank.

Qualifications:

One-to-two years of sales experience in a retail environment preferred. Some banking experience is preferred (i.e. teller or otherwise) is a plus.

High School or equivalent

Work Requirements:Ability to stand and remain standing for up to five hours at a time without a break.

Job Type: Full-time

Pay: From $22.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid sick time
  • Paid time off
  • Vision insurance

Experience level:

  • 1 year
  • No experience needed
  • Under 1 year

Work Location: In person

Salary : $22

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