Bilingual Senior Service Representative - North Street - Danbury, CT
Job in
Danbury, Fairfield County, Connecticut, 06813, USA
Listed on 2026-01-14
Listing for:
Union Savings Bank - CT
Full Time
position Listed on 2026-01-14
Job specializations:
-
Customer Service/HelpDesk
Bilingual, Customer Service Rep, Customer Success Mgr./ CSM, Bank Customer Service
Job Description & How to Apply Below
The Bilingual Senior Service Representative provides direct customer service satisfying customer banking needs to include accurately handling service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities. Fluency in English & Spanish and/or Portuguese is required.
Customer Service- 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 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.
- Focus directly on the customer; if working on another project quickly put aside and interact with the customer.
- Accurately process transactions including deposits, withdrawals, transfers, and negotiable items such as Bank Checks and Money Orders.
- Adhere to all bank policies and procedures.
- Perform and support the Train the Trainer program when needed.
- Balance the branch, ATM, TCD and vault when necessary.
- Train as vault custodian and fill the role as needed.
- Assist Supervisor in ordering cash, verifying incoming and outgoing cash shipments.
- Approve transactions within operational limits.
- Assist in the coaching and development of Service Representatives as needed.
- Assist with morning and end of day duties as assigned.
- 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 internal 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.
Location:
North Street Branch - 126 North St. Danbury, CT.
Hours:
37.5 hours per week.
Position Requirements
10+ Years
work experience
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