Service Representative - North Street - Danbury, CT

Overview

Service Representative - North Street - Danbury, CT at Union Savings Bank – Join to apply for the Service Representative role.

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.

• Put the customer first by promptly acknowledging their presence.
• Focus directly on the customer in the midst of other projects by putting aside and interacting 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.

• Accurately process transactions including 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.

• Assist customers in understanding how USB products and services meet their financial goals through 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.

Accountable for successful retention of customers.

Project a professional positive outlook and demeanor at all times.

This position is 37.5 hours per week and is located at the North Street Branch – 126 North Street, Danbury, CT.