Service Representative (Part-Time) Commerce - Danbury

Union Savings Bank•Danbury, CT

3d•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 seeking sales and referral opportunities. The position is located at the Commerce Branch at 71 Newtown Road, Danbury, Connecticut, and is scheduled for 25 hours per week. The representative is expected to demonstrate the USB Customer Service Commitment Charter and USB brand by promptly acknowledging customers, focusing on them, handling transactions accurately and efficiently, protecting confidential information, addressing or referring concerns, setting clear expectations for follow-up, and maintaining a positive, professional demeanor. The role is accountable for successful customer retention. Operational duties include processing transactions such as deposits, withdrawals, transfers, bank checks, and money orders; complying with bank policies and procedures; and accurately balancing TCD and/or TCR as necessary. Sales duties include promoting USB products and services, helping customers understand how they support financial goals, maintaining product knowledge, making quality referrals to business partners, meeting individual and team sales goals, and tracking sales and service activities.

Responsibilities

Promptly acknowledge customers and focus on their needs, setting aside other work when appropriate.
Process customer transactions accurately and efficiently, including deposits, withdrawals, transfers, bank checks, and money orders.
Maintain 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 positive and professional demeanor and contribute to 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 sold in the branch and of products and services offered by cross-line-of-business partners.
Generate quality referrals to business partners.
Exceed individual sales goals and assist the team in meeting sales goals.
Use the relevant tracking system to report and track sales and service activities.