Service Representative - Brookfield

Union Savings Bank - CT; Town of Brookfield (WI); Presencial; USD 35 000 - 50 000; Tempo integral

Resumo da oferta

Union Savings Bank seeks a Service Representative to deliver direct customer service, process deposits, withdrawals and transfers, and identify sales opportunities. The role emphasizes accurate handling and adherence to USB policies.

You will uphold the USB Customer Commitment, promote USB products, and maintain confidentiality while meeting branch-level sales targets.

Qualificações

• High school diploma or GED required.
• 1-2 years in customer service and sales.
• Ability to handle deposits, withdrawals, and transfers accurately.

Responsabilidades

• Provide direct customer service and handle banking transactions accurately.
• Balance TCD and/or TCR items daily.
• Promote USB products and services and refer customers to business lines.
• Maintain confidentiality of customer information and comply with bank policies.
• Respond to customer concerns and set clear expectations when follow-up is required.

Conhecimentos

Customer service

Sales experience

Cash handling

Transaction processing

Formação académica

High School Diploma or GED

Descrição da oferta de emprego

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

Education

Required

High School Diploma or GED or better.

Experience

Required

1-2 years: Customer Service and Sales

Licenses & Certifications

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.