Service Representative (Part-Time) - Newtown

Union Savings Bank•Newtown, CT

11d

About The Position

The Service Representative provides direct customer service and meets customer banking needs by accurately processing service transactions, including deposits, withdrawals, and other transactions, in accordance with bank policies and procedures. The role also identifies sales and referral opportunities and supports customer retention. The representative delivers service consistent with the USB Customer Service Commitment Charter and USB brand, promptly acknowledges customers, focuses on their needs, handles transactions efficiently, protects confidential information, and responds to or appropriately refers customer concerns. When follow-up is needed, the representative sets clear expectations and follows through. The position performs operational and risk-management duties, including processing transactions and negotiable items and accurately balancing TCD and/or TCR as necessary. It also promotes USB products and services, helps customers understand how those offerings may meet their financial goals, maintains product knowledge, generates referrals, works toward sales goals, and tracks sales and service activity. This part-time position is based at the Newtown Branch at 1-A Commerce Road, Newtown, Connecticut. The schedule is Tuesday through Thursday, 11:30 a.m.–4:15 p.m.; Friday, 12:00 p.m.–5:15 p.m.; and Saturday, 8:30 a.m.–12:15 p.m., for 23.25 hours per week.

Responsibilities

Provide direct customer service and meet customers’ banking needs.
Accurately process deposits, withdrawals, transfers, negotiable items, and other transactions in accordance with bank policies and procedures.
Promptly acknowledge customers, focus on their needs, handle transactions efficiently, and protect the confidentiality and privacy of customer information.
Respond to customer concerns or refer them to supervisors; set clear expectations and complete promised follow-up when required.
Maintain a professional, positive demeanor and contribute to customer retention.
Balance TCD and/or TCR accurately and effectively as necessary.
Promote USB products and services and help customers understand how they can meet their financial goals.
Maintain working knowledge of USB products and services offered in the branch and those offered by cross-line-of-business partners.
Generate quality referrals to business partners and pursue individual sales goals while assisting the team in meeting its goals.
Use the relevant tracking system to report and track sales and service activities.