Service Representative - North Street

Union Savings Bank - CT; North Street; Sur place; GBP 24 000 - 32 000; Plein temps

Résumé du poste

Union Savings Bank is seeking a Service Representative to deliver direct customer service and accurately handle routine transactions at the North Street Branch in Danbury, CT. The role emphasizes meeting customer banking needs while seeking sales and referral opportunities.

Key responsibilities include promoting USB products, maintaining confidentiality, and achieving sales goals within the branch banking environment.

Qualifications

• 1–2 years: Customer Service and Sales experience.
• High School Diploma or GED required.
• Ability to balance cash and maintain confidentiality.

Responsabilités

• Process deposits, withdrawals and other transactions accurately.
• Promote USB products and services to customers.
• Balance TCD/TCR and maintain proper records.
• Generate quality referrals and meet sales goals.
• Provide professional, confidential customer service at all times.

Connaissances

Customer Service

Sales

Referral Generation

Banking Transactions

Product Knowledge

Tracking Systems

Formation

High School Diploma or GED

Outils

Tracking System

Description du poste

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
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