Relationship Specialist - Bethel

Union Savings Bank - CT; Bethel (CT); On-site; USD 40,000 - 60,000; Full time

Job summary

Union Savings Bank - CT is seeking a Relationship Specialist in Bethel, CT, responsible for developing and maintaining customer relationships while handling sales and service transactions. The role involves promoting bank products, achieving sales goals, and providing exceptional customer service.

The ideal candidate will have 1-2 years of experience in sales and banking, and must hold an NMLS certification. Join our team to make a positive impact in customer satisfaction and service.

Responsibilities

• Develop and deepen customer relationships through service transactions.
• Promote bank products and ensure customer goals are met.
• Handle transactions including deposits, withdrawals, and wire transfers.

Skills

Sales

Customer Service

Relationship Management

Education

1-2 years in Sales and Banking

NMLS Certification

Job description

The Relationship Specialist is responsible for developing, maintaining and deepening customer relationships. Responsible for accurately and effectively handling both sales and service transactions.

Promote USB products and services through the use of branch banking sales and service processes.

Responsibilities

• Assist customers in understanding their financial goals are met with suggested solutions. Sell customers on the value of these suggested solutions and close the sale.
• Maintain a working knowledge of all USB products and services sold in the branch.
• Keep current on product/services offered from partners and other business lines to assist in cross selling efforts.
• Support and engage in all branch, market or bank sales initiatives, contests, campaigns, and promotions.
• Exceed all individual and branch goals (sales, service, cross line of business).
• Actively source and facilitate Bank at Work opportunities.
• Proactively reach out to new and existing customers including onboarding, upselling, setting appointments for financial reviews, etc.
• Maximize networking and community service events.
• Leverage all lead lists, top customer lists, household lists, business lists, etc. and enthusiastically reach out to customers to deepen relationships.
• Provide coverage for service transactions as needed.
• Accountable for successful retention of customers.

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.
• Respond to or refer customer concerns to supervisors as appropriate.
• If follow-up is required, set clear customer expectations and deliver as promised.
• Maintain the highest levels of confidentiality and privacy of customer information.
• Project a professional positive outlook and demeanor at all times.

Operations / Risk Management

• Perform essential duties by accurately processing transactions including but not limited to deposits, withdrawals, transfers and negotiable items such as Bank Checks and Money Orders.
• Balance TCD and/or TCR accurately and effectively when required.
• Process wire transfers.
• Monitor account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance.
• Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and work address) up to date and status as active.
• Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards.
• Comply with all requirements of the Fair Lending regulations.
• Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations.

This position is 37.50 hours per week and located at 24 Grassy Plain St, Bethel, CT.

Qualifications

• 1-2 years of Sales and Banking experience.
• Valid NMLS registration.

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.