Banking Service & Sales Specialist

Union Savings Bank; Brookfield (CT); On-site; USD 22,000 - 28,000; Full time

Job summary

Union Savings Bank is seeking a Service Representative for the Brookfield, CT branch to deliver excellent customer service while handling transactions such as deposits, withdrawals, and transfers in accordance with bank policies. The role focuses on sales referrals and maintaining confidentiality.

The ideal candidate will demonstrate professional demeanor, meet branch sales goals, and provide accurate, efficient service, balancing TCD/TCR and promoting USB products.

Qualifications

• High School diploma or GED or better.
• 1-2 years: Customer Service and Sales.

Responsibilities

• Provide direct customer service and handle transactions (deposits, withdrawals, transfers) accurately per bank policies.
• Demonstrate USB Customer Service Commitment and uphold brand standards.
• Promote USB products and services through branch banking sales and service processes and referrals.
• Balance TCD/TCR accurately and maintain confidentiality of customer information.
• Respond to customer concerns or refer to supervisors as appropriate and set clear expectations for follow-up.

Skills

Customer service

Sales

Communication

Confidentiality

Education

High School Diploma or GED

Job description

Union Savings Bank is seeking a Service Representative for the Brookfield, CT branch to deliver excellent customer service while handling transactions such as deposits, withdrawals, and transfers in accordance with bank policies. The role focuses on sales referrals and maintaining confidentiality.

The ideal candidate will demonstrate professional demeanor, meet branch sales goals, and provide accurate, efficient service, balancing TCD/TCR and promoting USB products.