Operations Associate I (Needham Highland)
Eastern Bank
- Needham, MA
- Permanent
- Full-time
- 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 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
- Coaching teller line employees, assisting others with problem transactions and customer issues
- Opening deposit accounts and taking loan applications for various lending units
- Closing consumer loans
- Make 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.
- Maintaining safe deposit records properly to include contracts, access slips and assisting customers with access to safe deposit boxes (if applicable)
- Enthusiastic individuals with strong interpersonal skills and a desire to be in the 'customer service' business are key requirements for this role.
- Basic business acumen and professionalism are required.
- 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 is vital.
- Must be able to quickly learn all details about the products and services offered by the bank.
- High school diploma or equivalent.
- 2-4 years of related job experience required.
- Must be able to remain in a stationary position for long durations of time without a break.
- Incumbent must be able to transport items weighing 15 pounds or more.