What are the responsibilities and job description for the Service Representative - Brookfield position at Union Savings Bank - CT?
The Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities.
Customer Service
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.
Operations / Risk Management
- 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.
Sales
Promote USB products and services
- 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.
This position is located at the Brookfield Branch - 200 Federal Road, Brookfield, CT
37.5 hours per week