he Operations Associate maintains primary responsibility for all operational elements of a small to mid-sized office. Operational responsibilities include, but are not limited to, cash vault and ATM management, managing negotiable instruments, adhering to compliance and security requirements, routine cash drawer audits, executing on quality control processes around new account opening, and other such branch activities. Fully skilled in both sales and transactional capacities, incumbents also directly service retail branch customers as needed.
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perations
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aintains primary responsibility for all operational elements of a banking office by:
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- anaging the branch cash vault to within prescribed limits and serving as the vault custodian. Must master the use of the bank’s cash forecasting system.
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- erving as the branch’s ATM custodian; ensures it remains stocked, functional, and is balanced daily.
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- uditing all negotiable instruments, cash drawers, foreign currency (if applicable) and related logs to ensure adherence to defined policies and procedures.
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- esponsible for all operational components in the branch such as balancing and researching cash errors, filing necessary BSA forms, compliance, and security elements
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- tays abreast of all compliance and security requirements and implements processes within the branch to ensure regular adherence.
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- outinely does quality control on new account opening documentation, to include some that is more complex (i.e. corporate resolutions, business customer profiles, businesses designated as high-risk, etc.) to ensure adherence to bank policies and procedures
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- oaching teller line employees, assisting others with problem transactions and customer issues
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ales & Service
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ncumbents in this position are skilled in both sales and transactional capacities and personally service all customers by:
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- pening deposit accounts and taking loan applications for various lending units
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- losing consumer loans
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- ake referrals to other bank business lines and third-party partners
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- andling routine account maintenance and other servicing issues
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- rocessing monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency.
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- aintaining safe deposit records properly to include contracts, access slips and assisting customers with access to safe deposit boxes (if applicable)
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alancing policy and procedure with appropriate judgement, makes decisions that are mutually beneficial to the bank and the customer. If written policy is unclear or there is any uncertainty, the Operations Associate should seek guidance from their Assistant Branch Manager, Branch Manager, Regional Manager, or if necessary, Retail Administration.
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ncumbent must have the ability to work independently, multi-tasking in a fast-paced environment.
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ndividual should be an outgoing self-starter and be technically literate.
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ualifications:
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- nthusiastic individuals with strong interpersonal skills and a desire to be in the ‘customer service’ business are key requirements for this role.
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- asic business acumen and professionalism are required.
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- he ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
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- bility to build relationships and strong alliances across the organization is vital.
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- ust be able to quickly learn all details about the products and services offered by the bank.
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- igh school diploma or equivalent.
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- -4 years of related job experience required.
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orking Conditions:
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- ust be able to remain in a stationary position for long durations of time without a break.
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- ncumbent must be able to transport items weighing 15 pounds or more.
ommitted. Inclusive. Courageous. Eastern Bank has built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.
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s a large full service commercial bank in the Greater Boston area , we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program.
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