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Regional Service Associate (Various Locations)
Regional Service Associate (Various Locations)Massachusetts Staffing • Dorchester Center, MA, US
Regional Service Associate (Various Locations)

Regional Service Associate (Various Locations)

Massachusetts Staffing • Dorchester Center, MA, US
6 days ago
Job type
  • Full-time
Job description

Regional Service Associate

Starting Rate : $24.00 Regional Service Associates are skilled in the duties of both a Customer Service Representative and Teller. 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
  • Closes loans for customers
  • 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
  • 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
  • Cash checks for customers
  • Process and properly record the sale of monetary instruments
  • 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

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.
  • 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.
  • The employee is occasionally required to move about inside the office.
  • They also occasionally travel to locations outside of the facility.
  • The employee must have the ability to communicate information and ideas so others will understand.
  • The employee frequently observes details at close range.
  • The employee must occasionally lift and / or move boxes or equipment up to 20 pounds.
  • 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.
  • 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.
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    Regional Associate • Dorchester Center, MA, US

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