Operations Associate I (Quincy) at Eastern Bank in Quincy, Massachusetts

Job Description:

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 resoutions, 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)

Education and Experience

• 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