Service Representative (Part-Time) - Newtown

Union Savings Bank - CT•Newtown, CT

12d•Onsite

About The Position

The Service Representative provides direct customer service by meeting customers’ banking needs, accurately processing transactions such as deposits and withdrawals in accordance with bank policies and procedures, and identifying sales and referral opportunities. The role is located at the Newtown Branch at 1-A Commerce Road, Newtown, Connecticut, and is scheduled for 23.25 hours per week: 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. The representative is expected to follow the USB Customer Service Commitment Charter and brand, maintain a professional and positive demeanor, protect customer confidentiality, and support customer retention. The position also requires accurate transaction processing, adherence to bank procedures, balancing TCD and/or TCR as necessary, and promoting USB products and services through sales and quality referrals.

Requirements

Ability to accurately and efficiently handle banking service transactions in accordance with bank policies and procedures.
Ability to maintain confidentiality and privacy of customer information.
Ability to provide customer service in accordance with the USB Customer Service Commitment Charter and brand.
Working knowledge of USB products and services sold in the branch.

Responsibilities

Promptly acknowledge customers and focus on their needs, setting aside other work when necessary.
Process customer transactions accurately and efficiently, including deposits, withdrawals, transfers, and negotiable items such as bank checks and money orders.
Maintain customer confidentiality and privacy, respond to customer concerns or refer them to supervisors, and provide promised follow-up.
Maintain a professional, positive demeanor and contribute to 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 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.