Relationship Specialist - Newtown

Union Savings Bank - CT•Newtown, CT

9d•Onsite

About The Position

The Relationship Specialist develops, maintains, and deepens customer relationships while accurately and effectively handling sales and service transactions. The role promotes the bank’s products and services, helps customers identify solutions for their financial goals, supports sales initiatives, and proactively contacts customers to strengthen relationships and retain them. It also provides customer service and transaction coverage, processes banking transactions, maintains accurate account documentation, and follows applicable risk, privacy, and regulatory requirements. The position is 37.50 hours per week and is located at 1A Commerce Road, Newtown, Connecticut.

Responsibilities

Promote bank products and services through branch sales and service processes.
Help customers understand their financial goals, recommend suitable solutions, communicate their value, and close sales.
Maintain working knowledge of products and services offered in the branch and stay current on partner and other business-line offerings to support cross-selling.
Participate in branch, market, and bank sales initiatives, contests, campaigns, and promotions.
Meet or exceed individual and branch sales, service, and cross-business-line goals.
Source and facilitate Bank at Work opportunities.
Proactively contact new and existing customers for onboarding, upselling, and appointment setting for financial reviews.
Network and participate in community service events.
Use lead lists and customer, household, and business lists to reach out and deepen customer relationships.
Demonstrate the customer service commitment and brand by promptly acknowledging customers, focusing on their needs, handling transactions efficiently, addressing or referring concerns, setting and meeting follow-up expectations, and protecting customer information.
Maintain a professional and positive demeanor.
Provide coverage for service transactions as needed.
Retain customers successfully.
Accurately process deposits, withdrawals, transfers, and negotiable items such as bank checks and money orders.
Balance TCD and/or TCR accurately when required.
Process wire transfers.
Monitor account records, including signature cards, powers of attorney, and business resolutions, to ensure documentation is complete and compliant.
Keep required S.A.F.E. Act registration information current and active.
Provide the N.M.L.S. registration number to consumers upon request and in written communications as required, including email signatures and business cards.
Comply with Fair Lending and UDAAP requirements.