Regional Service Associate (Various locations -Boston Metro West))

Eastern Bank • Boston, MA • 5h ago

Starting Rate: $24.00

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 particular Region by floating to various branches within a designated geographic area where operating needs dictate the additional staff in a branch for a period of 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.

Relative to all duties, must adhere to all bank policies and procedures.

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 opposed to the other.

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.

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.

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:

While performing the duties of this job, the employee must be able to remain in a stationary position 50% of the time. The employee frequently is required to operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer. The employee is occasionally required to move about inside the office to access file cabinets, office machinery, etc. They also occasionally travel to locations outside of the facility, to attend meetings, trainings, events, and other business activities. The employee occasionally positions self to maintain or access files in file cabinets. The employee must have the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. The employee frequently observes details at close range (within a few feet of the observer). The must have near visual acuity for working on a computer, far visual acuity, and peripheral vision necessary for driving a motor vehicle. The employee must occasionally lift and/or move boxes or equipment up to 20 pounds across office for various needs.

Persons holding this position are generally subject to inside environmental conditions having the lighting, temperature, and noise level of an open floor-plan office environment (moderate, but occasionally loud at times). The employees in this role frequently will be required to travel to other company locations. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Similar Jobs

Individual Giving Officer

State of Massachusetts • Boston, MA • 39min ago

Management & Administrative

About MassArt: Founded in 1873, having celebrated its 150th anniversary in 2023, Massachusetts College of Art and Design (MassArt), is the nation's first and only independent, free-standing public college of art and desi...

39min ago

Go to Apply

Program Manager 4-ProdDev

Oracle • Boston, MA • 1h ago

Management & Administrative

Job Description At Oracle Cloud Infrastructure (OCI), we build the future of the cloud for Enterprises as a team with varied strengths of fellow creators and inventors. We act with the speed and attitude of a start-up, w...

1h ago

Go to Apply

Administrative Assistant I, Part Time

Town of Burlington, MA • Burlington, MA • 4h ago

Management & Administrative

Administrative Assistant I, Part Time Burlington, MA Apply Now The Board of Health oversees all public health initiatives, providing guidance and excellent customer service. Burlington is currently home to 9,100 residenc...

4h ago

Go to Apply

Senior Vice President, Client Services Life Sciences/Manufacturing

C&W Services • Boston, MA • 4h ago

Management & Administrative

Job Title Senior Vice President, Client Services Life Sciences/Manufacturing Job Description Summary The Senior Vice President, Client Services leading Life Sciences (LS) and Manufacturing is responsible for the overall...

4h ago

Go to Apply

Manager, Sales Engineering

Proofpoint • Boston, MA • 5h ago

Management & Administrative

About Us: We are the leader in human-centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We're driven by a mission to stay ahead of bad act...

5h ago

Go to Apply

Consulting Project Snr Principal Consultant

Oracle • Boston, MA • 20h ago

Management & Administrative

Job Description The Project Manager will be responsible for the day-to-day management of healthcare interfaces through creation, localization, deployment and cutover activities. Candidate should have strong project manag...

20h ago

Go to Apply

Senior Business Development Manager - Tech, Amazon Shipping

Amazon • Boston, MA • 1d ago

Management & Administrative

Description Exciting opportunity to join a new emerging business in Transportation! We are a startup team looking for a highly driven, entrepreneurial, analytical and customer-obsessed individuals to help create and lead...

1d ago

Go to Apply

Customer Service Representative

U-Haul • Norwood, MA • 1d ago

Management & Administrative

Location: 390 Providence Hwy, Norwood, Massachusetts 02062 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Serv...

1d ago

Go to Apply

Customer Service Representative

U-Haul • Norwood, MA • 1d ago

Management & Administrative

1d ago

Go to Apply

Sales Development Manager -Boston, MA

BD (Becton, Dickinson and Company) • Boston, MA • 1d ago

Management & Administrative

Job Description Summary The Sales Development Manager is a professional sales executive who understands the art and science of selling who can drive business to meet and exceed sales targets. Need to be able to drive str...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.