Service Representative - Brookfield

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

The Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities.

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

Project a professional positive outlook and demeanor at all times

Accountable for successful retention of customers.

Operations / Risk Management

• 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.
• Adhere to all bank policies and procedures
• Balance TCD and/or TCR accurately and effectively, as is necessary.

Promote USB products and services

• Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes.
• Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals
• Be aware of products and services offered by cross line of business partners.
• Assist in generating quality referrals to business partners.
• Exceed individual sales goals and assist team in meeting sales goals.
• Utilize relevant tracking system to report and track sales and service activities.

This position is located at the Brookfield Branch - 200 Federal Road, Brookfield, CT

37.5 hours per week

Qualifications

Education

Required

High School Diploma or GED or better.

Experience

Required

1-2 years:

Customer Service and Sales

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.