Service Representative (Part-Time) - Ridgefield

Union Savings Bank - CT•Ridgefield, CT

1d•Onsite

About The Position

The Service Representative provides direct customer service to meet customers’ banking needs, accurately handling service transactions such as deposits and withdrawals according to bank policies and procedures while identifying sales and referral opportunities. The position serves customers at the Ridgefield branch in Ridgefield, Connecticut, and is scheduled for 20 hours per week. The representative is expected to uphold the USB Customer Service Commitment Charter and brand, provide prompt and professional service, protect customer confidentiality, address or refer customer concerns, and follow through on commitments. The role also processes banking transactions, balances TCD and/or TCR as needed, follows bank policies and procedures, promotes USB products and services, and supports individual and team sales goals through customer assistance and quality referrals.

Responsibilities

Promptly acknowledge customers and focus attention on them, setting aside other work when needed.
Process customer service transactions accurately and efficiently, including deposits, withdrawals, transfers, and negotiable items such as bank checks and money orders.
Maintain confidentiality and privacy of customer information.
Respond to customer concerns or refer them to supervisors as appropriate; set clear expectations for follow-up and deliver as promised.
Maintain a positive and professional demeanor and support successful customer retention.
Follow bank policies and procedures.
Balance TCD and/or TCR accurately and effectively as necessary.
Promote USB products and services and help customers understand how they may meet their financial goals.
Maintain working knowledge of USB products and services offered in the branch and products and services from cross-line-of-business partners.
Generate quality referrals to business partners and contribute to individual and team sales goals.
Use the relevant tracking system to report and track sales and service activities.