Regional Service Associate

Retail Region 2 Administration; Danvers (MA); On-site; USD 21,600 - 26,400; Full time

Job summary

Retail Region 2 Administration is seeking a Regional Service Associate to support branch operations by floating to various locations as needed. The role involves performing customer service and teller duties, with an emphasis on building strong customer relationships.

The ideal candidate will have a high school diploma, 2–4 years of sales experience, and a strong ability to communicate effectively. The position offers a starting rate of $24.00 along with a benefits package.

Qualifications

• Ability to work independently and multi-task in a fast-paced environment.
• Outgoing self-starter with technical literacy.
• 2–4 years of sales experience in retail or financial services preferred.

Responsibilities

• Simultaneously perform customer service and teller duties.
• Travel to various branch locations as needed.
• Open deposit accounts and process loan applications.

Skills

Customer service skills

Sales experience

Technical literacy

Communication skills

Relationship building

Education

High school diploma or equivalent

Job description

Starting Rate: $24.00

Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.

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, with an emphasis on placing employees within a specific geography 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 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.
• Adhere to all bank policies and procedures in all duties.

Individuals in this position will spend a mixture of time between account representative duties and teller duties, with the balance varying by situation.

Problem Solving and Decision Making

Incumbent has the authority to use discretion in some circumstances, but if written policy is unclear or there is any uncertainty, the account representative should seek guidance from the immediate branch supervisor.

Qualifications

• Ability to work independently and multi‑task in a fast‑paced environment.
• Outgoing self‑starter who is technically literate.
• Basic business acumen and professionalism is a must.
• Ability to communicate information and ideas so others will understand and 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 and frequently operate a computer and other office productivity machinery such as a calculator, copy machine, and printer. The employee occasionally moves around the office to access file cabinets and office equipment, and may travel to other company locations for meetings, training, events, and other business activities. The employee must sometimes lift or move boxes or equipment up to 20 pounds. The employee needs near‑visual acuity for working on a computer, far‑visual acuity, and peripheral vision required for driving a motor vehicle. The employee must observe details at close range (within a few feet) and work in an open floor‑plan office environment with moderate lighting, temperature, and noise levels that are occasionally loud.