Senior Relationship Specialist - Goshen

Union Savings Bank - CT; Town of Goshen (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Union Savings Bank - CT in Goshen, CT is seeking a Senior Relationship Specialist to develop and deepen customer relationships, handling both sales and service transactions, and promoting USB products.

The role focuses on cross-selling, onboarding new customers, and achieving branch goals while maintaining confidentiality and compliance.

This position is located at the Goshen Branch with a 37.5-hour work week and requires 2-5 years in banking and an active NMLS license.

Qualifications

• 2-5 years in Banking
• NMLS license
• High School Diploma or GED (or better)

Responsibilities

• Develop, maintain and deepen customer relationships.
• Handle sales and service transactions accurately and efficiently.
• Promote USB products and services through branch sales/service processes.
• Assist customers in meeting financial goals with suggested solutions.
• Cross-sell and close on sales opportunities.
• Maintain knowledge of USB products and services.
• Support branch and market sales initiatives and promotions.
• Exceed individual and branch goals in sales and service.
• Source and facilitate Bank at Work opportunities.
• Onboard new customers and set appointments for financial reviews.
• Network and participate in community events to deepen relationships.
• Coach and develop team members as needed.
• Provide customer confidentiality and privacy in all interactions.
• Process transactions including deposits, withdrawals, transfers, checks and money orders.
• Monitor and ensure compliance in branch operations.

Skills

Sales

Customer service

Relationship building

Cross-selling

Banking knowledge

Communication

Education

High School Diploma or GED

Job description

Senior 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.

Assist Customer in the understanding of how their financial goals are met with suggested solutions. Sell Customer on the value and close on 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

Participate in sales related market or bank level projects or initiatives

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 customer 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.

Assist in the coaching and development of other team members as needed.

Customer Service

Consistently demonstrate the service behaviors embedded in the USB Customer Service Commitment Charter and the branch banking sales & service process.

Put the customer first by promptly acknowledging their presence

Handle transactions accurately and efficiently, respecting customers time

Maintain the highest levels of confidentiality and privacy of customer information

Respond to customer concerns to supervisors as appropriate.

If follow up is required, set clear customer expectations and deliver as promised

Focus directly on the customer, if working on another project quickly put aside and interact with the customer

Project a professional positive outlook and demeanor at all times

Provide coverage for service transactions as needed.

Accountable for successful retention of customers.

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.

Process and approve wire transfers within authorized limits. Monitor and maintain collections and fee rebates.

Monitor the account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance.

Assist Branch Management in maintaining the safety and soundness of the branch.

Assist Branch Management in distributing, educating, & training branch employees on information/policy changes as needed.

Make exceptions within approved limits utilizing knowledge based on experience relating to policies and procedures.

Review branch compliance and audit reports.

Assist Branch management in minimizing and correcting variances and exceptions.

Monitor/maintain branch RCI, teller difference activity, overdrafts and charge offs.

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.

Human Resources

Actively support managerial decisions in a positive manner.

Set a professional example for staff to follow.

Effectively deal with staff issues or concerns in the absence of the Branch Management Team.

This position is located at the Goshen Branch - 4 Sharon Turnpike, Goshen, CT

37.50 hours per week

Qualifications

Experience Required

• 2-5 years in Banking

Licenses & Certifications Required

• NMLS

Education

High School Diploma or GED or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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