Eastern Bank ยท 1 day ago
Regional Service Associate
Eastern Bank is seeking a Regional Service Associate to support various branches within a designated geographic area. The role involves performing duties as both a Customer Service Representative and a Teller, including opening deposit accounts, processing loan applications, and handling daily account maintenance.
BankingFinanceFinancial Services
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
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
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
Qualification
Required
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
Preferred
2-4 years of sales experience in a retail, financial services or hospitality environment preferred
Benefits
Robust benefits and retirement package
Company
Eastern Bank
Eastern Bank is the largest independent, mutually owned bank in New England and the largest community bank in Massachusetts.
Funding
Current Stage
Late StageTotal Funding
unknown2023-09-19Acquired
Recent News
2025-12-16
2025-12-09
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