Union Savings Bank
Senior Service Representative - Norwalk
6 days agoWhat's your preference?
Job Description
- Req#: SENIO001985
- Put the customer first by promptly acknowledging their presence
- Handle transactions accurately and efficiently, respecting customers’ time
- Maintain the highest levels of confidentiality and privacy of customer information
- Respond to or refer customer concerns to supervisors as appropriate.
- If follow up is required, set clear customer expectations and deliver as promised
- Maintain a positive outlook and demeanor at all times
- Focus directly on the customer, if working on another project quickly put aside and interact with the customer
- Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes.
- Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals
- Be aware of products and services offered by cross line of business partners.
- Assist in generating quality referrals to internal business partners.
- Exceed individual sales goals and assist team in meeting sales goals.
The Senior Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities.
Customer Service
Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand
Project a professional positive outlook and demeanor at all times
Accountable for successful retention of customers.
Operations / Risk Management
Performs essential duties by accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders.
Adhere to all bank policies and procedures
Perform as and support the Train theTrainer program when needed.
Balance the branch, ATM, TCD and vault when necessary.
Train as vault custodian and fill the role as needed.
Assist Supervisor in ordering cash, verifying incoming and outgoing cash shipments.
Approve transactions within operational limits.
Assist in the coaching and development of Service Representatives as needed.
Assist with morning and end of day duties as assigned.
Sales
Promote USB products and services
Utilize relevant tracking system to report and track sales and service activities.
This position is located at the Norwalk Branch - 454 Main Ave., Norwalk, CT 06851
37.50 hours per week
Qualifications
Education
Required
High School Diploma or GED
Experience
Required 1 year
Customer Service and Sales
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.About the company
Union Savings Bank, is a full-service Community bank and wealth management institution serving customers in Western Connecticut.
Notice
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