Bank Research & Compliance Operations Specialist

Eastern Bank; Wakefield (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Total Rewards benefits

Retirement plan

Job summary

Eastern Bank, based in Wakefield, MA, is seeking a detail-oriented professional to provide research support for bank offices and external customers. You will assist with account verifications, respond to information requests, and ensure privacy and compliance across department systems.

Responsibilities include processing requests via Salesforce and other tools, handling mail and document workflows, and backing up colleagues as needed.

Qualifications

• Experience in a research environment preferred.
• Knowledge of deposit and loan products a plus.
• Strong verbal and written communication skills.
• Self-motivated, able to work independently.
• Proficient with Microsoft Office.

Responsibilities

• Research information regarding customer accounts and policy compliance.
• Process requests through Salesforce and department systems.
• Verify documents and protect privacy and security.
• Handle mail and document distribution for the department.
• Perform data entry and support other department functions.
• Coordinate with colleagues and provide backup as needed.

Skills

Research skills

Verbal communication

Written communication

Attention to detail

Independent work

Microsoft Office

Education

High school diploma

Tools

Salesforce

FIS

Optima3

ImageCenter

Global Viewpoint

Job description

Eastern Bank, based in Wakefield, MA, is seeking a detail-oriented professional to provide research support for bank offices and external customers. You will assist with account verifications, respond to information requests, and ensure privacy and compliance across department systems.

Responsibilities include processing requests via Salesforce and other tools, handling mail and document workflows, and backing up colleagues as needed.