Relationship Specialist - Bethel

Union Savings Bank - CT•Bethel, CT

5d•Onsite

About The Position

The Relationship Specialist is responsible for developing, maintaining and deepening customer relationships. Responsible for accurately and effectively handling both sales and service transactions.

Requirements

Accurately and effectively handling both sales and service transactions.
Accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders.
Balancing TCD and/or TCR accurately and effectively when required.
Processing wire transfers.
Monitoring account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance.
Complying 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.
Providing 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.
Complying with all requirements of the Fair Lending regulations.
Complying with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations.

Nice To Haves

Sales and service processes.
Understanding financial goals and suggesting solutions.
Knowledge of USB products and services.
Knowledge of partner and other business line products/services for cross-selling.
Engagement in branch, market, or bank sales initiatives, contests, campaigns, and promotions.
Achieving individual and branch goals (sales, service, cross line of business).
Sourcing and facilitating Bank at Work opportunities.
Proactive customer outreach (on-boarding, up-selling, financial review appointments).
Networking and community service event participation.
Leveraging lead lists and customer lists to deepen relationships.
Demonstrating USB Customer Service Commitment Charter and USB brand.
Prompt customer acknowledgment.
Focused customer interaction.
Accurate and efficient transaction handling.
Appropriate referral of customer concerns.
Setting and meeting customer expectations for follow-up.
Maintaining customer information confidentiality and privacy.
Professional and positive demeanor.
Providing service transaction coverage.
Customer retention.

Responsibilities

Promote USB products and services through the use of branch banking sales and service processes.
Assist customers in understanding their financial goals are met with suggested solutions. Sell customers on the value of these suggested solutions 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.
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 customers including on-boarding, up-selling, 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.
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.
Respond to or refer customer concerns to supervisors as appropriate.
If follow up is required, set clear customer expectations and deliver as promised.
Maintain the highest levels of confidentiality and privacy of customer information.
Project a professional positive outlook and demeanor at all times.
Provide coverage for service transactions as needed.
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.
Balance TCD and/or TCR accurately and effectively when required.
Process wire transfers.
Monitor the account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance.
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.