Senior Relationship Specialist — Banking & Financial Solutions

Union Savings Bank; Mill Plain (CT); On-site; USD 55,000 - 85,000; Full time

Job summary

Union Savings Bank's Senior Relationship Specialist at the Mill Plain Branch in Danbury, CT builds client relationships through branch sales and personalized financial reviews.

You will promote USB products, assist customers in meeting financial goals with tailored solutions, cross-sell with partner lines, and drive branch performance. This on-site role emphasizes community engagement and customer service excellence.

Qualifications

• 2–5 years banking experience.
• NMLS license required.
• On-site at Mill Plain Branch in Danbury, CT.

Responsibilities

• Promote USB products and services through branch banking sales and service processes.
• Assist customers in understanding how their financial goals are met with tailored solutions.
• Cross-sell with partners and other business lines to maximize wallet share.
• Support and engage in branch, market or bank sales initiatives and promotions.
• Exceed individual and branch sales and service goals.
• Actively source Bank at Work opportunities and onboarding for customers.

Skills

Banking

Education

NMLS license

Job description

Union Savings Bank's Senior Relationship Specialist at the Mill Plain Branch in Danbury, CT builds client relationships through branch sales and personalized financial reviews.

You will promote USB products, assist customers in meeting financial goals with tailored solutions, cross-sell with partner lines, and drive branch performance. This on-site role emphasizes community engagement and customer service excellence.