Service Representative - Monroe -Part Time

Union Savings Bank - CT•Monroe, CT

9d•Onsite

About The Position

This is a part-time Service Representative position located at our Monroe branch. The role involves providing excellent customer service, managing transactions accurately, adhering to bank policies, and promoting USB products and services. The successful candidate will be responsible for customer retention, assisting customers with their financial goals, and generating referrals to business partners. The position requires a positive attitude, professionalism, and the ability to meet sales goals.

Requirements

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.
Maintain the highest levels of confidentiality and privacy of customer information.
Respond to or refer customer concerns to supervisors as appropriate.
If follow up is required, set clear customer expectations and deliver as promised.
Maintain a positive outlook and demeanor at all times.
Project a professional positive outlook and demeanor at all times.
Accountable for successful retention of customers.
Performs essential duties by accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders.
Adhere to all bank policies and procedures.
Balance TCD and/or TCR accurately and effectively, as is necessary.
Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes.
Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals.
Be aware of products and services offered by cross line of business partners.
Assist in generating quality referrals to business partners.
Exceed individual sales goals and assist team in meeting sales goals.
Utilize relevant tracking system to report and track sales and service activities.

Responsibilities

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.
Maintain the highest levels of confidentiality and privacy of customer information.
Respond to or refer customer concerns to supervisors as appropriate.
If follow up is required, set clear customer expectations and deliver as promised.
Maintain a positive outlook and demeanor at all times.
Project a professional positive outlook and demeanor at all times.
Accountable for successful retention of customers.
Performs essential duties by accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders.
Adhere to all bank policies and procedures.
Balance TCD and/or TCR accurately and effectively, as is necessary.
Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes.
Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals.
Be aware of products and services offered by cross line of business partners.
Assist in generating quality referrals to business partners.
Exceed individual sales goals and assist team in meeting sales goals.
Utilize relevant tracking system to report and track sales and service activities.