The 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
- Put the customer first by promptly acknowledging their presence.
- Focus directly on the customer, if working on another project quickly put aside and interact with the customer.
- 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
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
Balance TCD and/or TCR accurately and effectively, as is necessary.
Promote USB products and services
- 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 business partners.
- Exceed individual sales goals and assist team in meeting sales goals.
- Utilize relevant tracking system to report and track sales and service activities.
This position is located at the North Street Branch - Danbury CT
Full-Time; 37.5 hours per week
Qualifications
Education
Required
High School Diploma or GED or better.
Experience
Required
1-2 years:
1-2 years: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.
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Service Representative - North Street employer: Union Savings Bank - CT
At USB, we pride ourselves on being an exceptional employer, offering a dynamic work environment at our North Street Branch in Danbury, CT. Our commitment to employee growth is evident through comprehensive training programs and mentorship opportunities, fostering a culture of collaboration and excellence. With a focus on community engagement and a positive workplace atmosphere, we empower our team members to achieve their professional goals while delivering outstanding service to our customers.
