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Operations Associate I at Eastern Bank

Operations Associate I

Eastern Bank Weymouth, MA Full-Time
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Maintains primary responsibility for all operational elements of a small to mid-sized banking office by:

  • Managing 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. 
  • Serving as the branch’s ATM custodian; ensures it remains stocked, functional, and is balanced daily.
  • Auditing all negotiable instruments, cash drawers, foreign currency (if applicable) and related logs to ensure adherence to defined policies and procedures.
  • Responsible for all operational components in the branch such as balancing and researching cash errors, filing necessary BSA forms, compliance and security elements
  • Stays abreast of all compliance and security requirements and implements processes within the branch to ensure regular adherence.
  • Routinely reviews 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
  • Incumbents in this position are skilled in both sales and transactional capacities and personally service all customers by:
  • Opening deposit accounts and taking loan applications for various lending units
  • Closing consumer loans
  • Making  referrals to other bank business lines and third party partners
  • Handling routine account maintenance and other servicing issues
  • Processing monetary transactions such as cashing checks, making deposits, selling monetary instruments, buying/selling foreign currency, processing credit card cash advances
  • Maintaining safe deposit records properly to include contracts, access slips and assisting customers with access to safe deposit boxes (if applicable)

Qualifications:

  • High school diploma or equivalent required
  • Two to four years of related job experience required
  • Ability to work independently
  • Ability to multi-task in a fast-paced environment
  • Basic business acumen and professionalism required
  • Individual should be an outgoing self-starter
  • Technically literate in a MS Windows environment
  • Strong interpersonal skills and a desire to be in the ‘customer service’ business
  • Strong written and verbal communication skills
  • Ability to build relationships and strong alliances across the organization

 

Recommended Skills

Balancing (Ledger/Billing)
Self Motivation
Interpersonal Skills
Extroverted
Multitasking
Selling Techniques
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Job Snapshot

Employee Type

Full-Time

Location

Weymouth, MA

Job Type

Other

Experience

0 to 4 years

Date Posted

05/03/2021
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