Regional Service Associate- (Region 7)

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Job description

The Regional Service Associate role will be required to travel throughout the region 100% of the time and will work toward achieving specific individual sales and service goals. This tole 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:

• 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
• 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
• In-store locations are open 7-days / week with extended evening hours on several days. Employees may be required to work rotating shifts that include evenings and weekends.
• Required to travel throughout the region 100% of the time

Qualifications:

• High school diploma or equivalent
• One-to-two years of sales experience in a retail environment preferred
• Some banking experience is preferred (i.e. teller or otherwise)

Job Grade: 12

$ SIGN ON BONUS $

WHEN YOU JOIN NOW!

Paid out in a lump sum following the 90-day period and is subject to applicable law and taxes

$1,000 for Assistant Branch Managers and Branch Managers

$500 for Teller, Service Associates, Regional Service Associates, Operations Associates.

CB2