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22 May 2023

Full-Time Operations Associate II- Regional Float (Req#2042)

Eastern Bank – Posted by Easternbk Somerville, Massachusetts, United States

Job Description

The Operations Associate maintains primary responsibility for all operational elements of a banking office.  Fully skilled in both sales and transactional capacities, incumbents also directly service retail branch customers as needed.  Operations Associate balance policy and procedure with appropriate judgement, continually making decisions that are mutually beneficial to the bank and the customer.

(OA II) Maintains primary responsibility for all operational elements of mid-sized to large 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)


• 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 and to quickly learn all there is to know about the products and services offered by the bank.
• (OA II) Fully skilled in both sales and transactional capacities
• (OA II) Ability to balance policy and procedure with appropriate judgement, make decisions that are mutually beneficial to the bank and the customer.

High school diploma or equivalent required
•    (OA II)High School or equivalent and two-to-four years of related job experience required.

Work Requirements:

•    Ability to stand and remain standing for up to five hours at a time without a break. May be required to lift and/or move coin/currency bags weighing 25-30 pounds.

About Us

Committed. 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.

As 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.

As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.

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How to Apply

If you will like to learn more and apply, use the link below: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/2042/?utm_medium=jobshare

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #RetailSales&Service and Banking. Salaries: Not Disclosed.

Job expires in 76 days.

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