Branch Banking Service & Referrals Specialist

Union Savings Bank - CT; Washington Depot (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

Union Savings Bank - CT is seeking a Service Representative for the Washington Depot, CT branch to provide direct customer service and accurately process banking transactions such as deposits and withdrawals. The role emphasizes customer satisfaction, adherence to bank policies, and professional conduct.

In addition to handling routine banking tasks, you will promote USB products and services, seek referrals, and work toward sales goals, while maintaining confidentiality and a courteous demeanor

Qualifications

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

Responsibilities

• Handle transactions accurately (deposits, withdrawals, transfers, etc.) in line with bank policies.
• Promote USB products and services and generate quality referrals.
• Exceed individual sales goals and assist team in meeting sales targets.
• Maintain confidentiality and privacy of customer information.

Skills

Customer service

Sales

Education

High School Diploma or GED

Job description

Union Savings Bank - CT is seeking a Service Representative for the Washington Depot, CT branch to provide direct customer service and accurately process banking transactions such as deposits and withdrawals. The role emphasizes customer satisfaction, adherence to bank policies, and professional conduct.

In addition to handling routine banking tasks, you will promote USB products and services, seek referrals, and work toward sales goals, while maintaining confidentiality and a courteous demeanor