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Union Savings Bank - CT · 11 hours ago

Service Representative (Part-Time) - Litchfield

Litchfield, CT

Part-time

Onsite

New Grad, Entry Level

Union Savings Bank is a financial institution that focuses on customer service and banking solutions. The Service Representative provides direct customer service, handling transactions and promoting bank products while ensuring customer satisfaction and confidentiality.

Banking

Responsibilities

Provide 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

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

Perform 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

Qualification

Customer ServiceTransaction ProcessingSales SkillsBank Policies KnowledgeConfidentiality

Required

Provide direct customer service satisfying customer banking needs

Accurately handle service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures

Seek sales/referral opportunities

Demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand