Service Representative (Part-Time) - Ridgefield

Union Savings Bank•Ridgefield, CT

12d•Onsite

About The Position

The Service Representative provides direct customer service to meet customers’ banking needs, accurately processing service transactions such as deposits and withdrawals in accordance with bank policies and procedures while identifying sales and referral opportunities. The role focuses on delivering the USB Customer Service Commitment Charter and representing the USB brand by acknowledging and assisting customers promptly, protecting the confidentiality and privacy of customer information, addressing or appropriately referring concerns, and following through on commitments. The representative is accountable for successful customer retention and maintains a professional, positive demeanor. The position processes transactions including deposits, withdrawals, transfers, bank checks, and money orders; follows bank policies and procedures; and accurately balances TCD and/or TCR as necessary. It also promotes USB products and services, helps customers understand how they support their financial goals, maintains working knowledge of branch products and services, generates quality referrals to business partners, contributes toward individual and team sales goals, and tracks sales and service activities using the relevant system. This is a part-time position at the Ridgefield Branch, 100 Danbury Rd., Ridgefield, CT, for 20 hours per week. The listed schedule is Monday 11:15 a.m.–3:15 p.m.; Tuesday 11:15 a.m.–3:15 p.m.; Thursday 11:15 p.m.–3:15 p.m. (as written in the posting); Friday 12:45 p.m.–5:15 p.m.; and Saturday 8:45 a.m.–12:15 p.m.

Responsibilities

Provide prompt, attentive customer service and put customer needs first.
Process banking transactions accurately and efficiently, including deposits, withdrawals, transfers, bank checks, and money orders.
Protect the confidentiality and privacy of customer information.
Respond to customer concerns or refer them to supervisors; set clear expectations and follow through when follow-up is needed.
Support successful customer retention and maintain a professional, positive demeanor.
Follow bank policies and procedures and balance TCD and/or TCR accurately as necessary.
Promote USB products and services and help customers understand how they meet their financial goals.
Maintain knowledge of branch products and services and products 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.