Service Representative - Brookfield

Union Savings Bank - CT•Brookfield, CT

2d•Onsite

About The Position

The Service Representative provides direct customer service to meet customers’ banking needs. The role accurately processes service transactions, including deposits and withdrawals, in accordance with bank policies and procedures, while identifying sales and referral opportunities. The position is based at the Brookfield Branch, 200 Federal Road, Brookfield, Connecticut, and is scheduled for 37.5 hours per week.

Responsibilities

Demonstrate the USB Customer Service Commitment Charter and USB brand by promptly acknowledging customers, focusing on them, and handling transactions accurately and efficiently.
Protect the confidentiality and privacy of customer information.
Respond to customer concerns or refer them to supervisors, set clear expectations for follow-up, and deliver on promised follow-up.
Maintain a positive, professional outlook and demeanor.
Retain customers successfully.
Accurately process transactions, including deposits, withdrawals, transfers, and negotiable items such as bank checks and money orders.
Follow all bank policies and procedures.
Balance TCD and/or TCR accurately and effectively as needed.
Promote USB products and services and help customers understand how they support their financial goals through branch banking sales and service processes.
Maintain working knowledge of USB products and services sold in the branch and products and services offered by cross-line-of-business partners.
Generate quality referrals to business partners.
Exceed individual sales goals and help the team meet sales goals.
Use the relevant tracking system to report and track sales and service activities.