Service Representative (Part-Time) Commerce - Danbury

Union Savings Bank - CT•Danbury, CT

4d•Onsite

About The Position

The Service Representative provides direct customer service to meet customer banking needs, accurately processes service transactions in accordance with bank policies and procedures, and identifies sales and referral opportunities. The role is based at the Commerce Branch at 71 Newtown Rd., Danbury, Connecticut, and is part-time for 25 hours per week. The representative demonstrates the USB Customer Service Commitment Charter and USB brand by promptly acknowledging customers, focusing on them while providing service, handling transactions efficiently and accurately, protecting customer confidentiality, addressing or referring concerns, setting and meeting expectations for follow-up, and maintaining a positive and professional demeanor. The representative is accountable for successful customer retention. The position also involves processing deposits, withdrawals, transfers, and negotiable items such as bank checks and money orders; following bank policies and procedures; and accurately balancing TCD and/or TCR as needed. The representative promotes USB products and services, helps customers understand how offerings support their financial goals, maintains knowledge of branch and partner products, generates quality referrals, works toward individual and team sales goals, and tracks sales and service activity. Scheduled hours: Monday, Tuesday, and Thursday, 11:00 a.m.–4:15 p.m.; Friday, 12:00 a.m.–5:15 p.m.; and Saturday, 8:30 a.m.–12:15 p.m.

Responsibilities

Provide direct customer service to meet customers’ banking needs.
Promptly acknowledge customers and focus on them while providing service.
Process transactions accurately and efficiently, including deposits, withdrawals, transfers, bank checks, and money orders.
Maintain confidentiality and privacy of customer information.
Respond to customer concerns or refer them to supervisors as appropriate; set clear expectations for follow-up and deliver as promised.
Maintain a positive and professional demeanor and support customer retention.
Follow bank policies and procedures.
Accurately balance TCD and/or TCR as needed.
Promote USB products and services and help customers understand how they support their financial goals.
Maintain knowledge of USB products and services sold in the branch and products and services offered by cross-line-of-business partners.
Generate quality referrals to business partners.
Meet individual sales goals and assist the team in meeting sales goals.
Use the relevant tracking system to report and track sales and service activities.