Regional Service Associate

The Regional Service Associate serves as a vital member of our retail banking network. They will have the unique opportunity to work several branches within their region, offering short-term to long-term support as needed. This role is responsible for operational compliance and adherence to policy. Handles daily account maintenance and other service issues as necessary, process deposits to customer accounts and properly file all government-mandated reports related to large cash transactions and the sale of all monetary instruments.

The Regional Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).

Works toward achieving specific individual sales and service goals through the following activities:

Responsibilities:

• Opens deposit accounts

• Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)

• Closes loans for customers for applicable business lines (i.e. consumer lending)

• Makes referrals to other bank business lines and third party partners

• Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio

• For licensed individuals, sells annuities and/or insurance products

• 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; includes verification of cash, verification of endorsements, and providing customers with receipts.

• Cash checks for customers and non-customers according to bank policy.

• Process and properly record the sale of monetary instruments (i.e. official bank checks).

• 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.

• Relative to all duties, must adhere to all bank policies and procedures.

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.

• Strong written and verbal communication skills are critical.

• Ability to build relationships and strong alliances across the organization.

• Ability to quickly learn all there is to know about the products and services offered by the bank.

• Must have a reliable vehicle

• One-to-two years of sales experience in a retail environment preferred.

• Some banking experience is preferred (i.e. teller or otherwise) is a plus.

• High School diploma or GED equivalent

Work Requirements:

• Ability to stand and remain standing for up to five hours at a time

• Individuals in this position MUST be regularly scheduled to work 40-60% of his/her time each week on the platform, and the remaining 40-60% of his/her time on the teller line.