Union Savings Bank - CT · 1 month ago
Senior Relationship Specialist - Marble Dale
Marble Dale, Connecticut, United States
Full-time
Onsite
Senior LevelUnion Savings Bank is a financial institution located in Connecticut, and they are seeking a Senior Relationship Specialist to develop and deepen customer relationships. The role involves promoting bank products, providing exceptional customer service, and ensuring compliance with operational regulations.
Banking
Responsibilities
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
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
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
Qualification
Required
Developing, maintaining and deepening customer relationships
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
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
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
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
Company
Union Savings Bank - CT
Union Savings Bank, established in 1866, is a $3.0 billion mutual bank dedicated to providing excellent service to its customers and communities.
Founded in 1866
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Paul Bruce
Executive Vice President & Chief Financial Officer
Keith Wirtz, CFA
Vice President & CIO
Recent News
HamletHub
2024-05-04
Company data provided by crunchbase