Service Representative - Washington Depot

Union Savings Bank - CT; Washington Depot (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

Union Savings Bank - CT is seeking a Service Representative for the Washington Depot, CT branch to provide direct customer service and accurately process banking transactions such as deposits and withdrawals. The role emphasizes customer satisfaction, adherence to bank policies, and professional conduct.

In addition to handling routine banking tasks, you will promote USB products and services, seek referrals, and work toward sales goals, while maintaining confidentiality and a courteous demeanor

Qualifications

• High School Diploma or GED or better.
• 1-2 years: Customer Service and Sales.

Responsibilities

• Handle transactions accurately (deposits, withdrawals, transfers, etc.) in line with bank policies.
• Promote USB products and services and generate quality referrals.
• Exceed individual sales goals and assist team in meeting sales targets.
• Maintain confidentiality and privacy of customer information.

Skills

Customer service

Sales

Education

High School Diploma or GED

Job description

Service Representative - Washington Depot

Job Category: Branch Banking

Requisition Number: SERVI002117

• Posted : September 24, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Washington Depot, CT 06794, USA

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 Washington Depot Branch - 7 Bryan Hall Plaza, Washington Depot, CT

37.5 hours per week

Qualifications

Education

Required

High School Diploma or GED or better.

Experience

Required

1-2 years:

1-2 years:

Customer Service and Sales

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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