Senior Relationship Specialist - Marble Dale

Senior Relationship Specialist - Marble Dale

Union Savings Bank - CT

Location
:
Marble Dale Branch - 253 New Milford Turnpike, New Preston, CT 06777

Hours
: 37.50 hours per week

Responsibilities:

• Develop, maintain and deepen customer relationships.
• Accurately and effectively handle sales and service transactions.

• Promote USB products and services through branch banking sales and service processes.
• Assist customers in understanding how their financial goals are met with suggested solutions.
• Sell customers on the value and close the sale.
• Maintain a working knowledge of all USB products and services sold in the branch.
• Keep current on product/services offered from partners and other business lines to assist in cross selling efforts.
• Support and engage in all branch, market or bank sales initiatives, contests, campaigns and promotions.
• Participate in sales related market or bank level projects or initiatives.
• Exceed all individual and branch goals (sales, service, cross line of business).
• Actively source and facilitate Bank at Work opportunities.
• Proactively reach out to new and existing customers including onboarding, upselling, setting appointments for financial reviews, etc.
• Maximize networking and community service events.
• Leverage all lead lists, top customer lists, household lists, business lists, etc. and enthusiastically reach out to customers to deepen relationships.
• Assist in coaching and development of other team members as needed.

• Consistently demonstrate service behaviours embedded in the USB Customer Service Commitment Charter and the branch banking sales & service process.
• Put the customer first by promptly acknowledging their presence.
• Handle transactions accurately and efficiently, respecting customers time.
• Maintain the highest levels of confidentiality and privacy of customer information.
• Respond to customer concerns to supervisors as appropriate.
• If follow up is required, set clear customer expectations and deliver as promised.
• Focus directly on the customer, if working on another project quickly put aside and interact with the customer.
• Project a professional positive outlook and demeanor at all times.
• Provide coverage for service transactions as needed.
• Accountable for successful retention of customers.

• Accurately process transactions including deposits, withdrawals, transfers and negotiable items such as bank checks and money orders.
• Process and approve wire transfers within authorized limits.
• Monitor and maintain collections and fee rebates.
• Monitor account records, such as signature cards, POAs, and business resolutions to ensure documentation is completed correctly and within compliance.
• Assist branch management in maintaining the safety and soundness of the branch.
• Assist branch management in distributing, educating, & training branch employees on information/policy changes as needed.
• Make exceptions within approved limits utilizing knowledge based on experience relating to policies and procedures.
• Review branch compliance and audit reports.
• Assist branch management in minimizing and correcting variances and exceptions.
• Monitor/maintain branch RCI, teller difference activity, overdrafts and charge offs.
• Comply with all S.A.F.E. Act regulations including keeping registration information (name, home address, work address) up to date and status as active.
• Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e‑mail signatures and business cards.
• Comply with all requirements of the Fair Lending regulations.
• Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations.

• Actively support managerial decisions in a positive manner.
• Set a professional example for staff to follow.
• Effectively deal with staff issues or concerns in the absence of the Branch Management Team.

Mid‑Senior level

Full‑time

Other – Banking industry