Bilingual Senior Relationship Specialist - North Street - Danbury

Senior Relationship Specialist – Bilingual

As a Bilingual Senior Relationship Specialist, you will develop, maintain, and deepen customer relationships, handling both sales and service transactions. Proficiency in Spanish and/or Portuguese is required.

• Assist customers in understanding how their financial goals are met with suggested solutions.
• Sell customers on the value of solutions and close sales.
• Maintain a working knowledge of all USB products and services sold in the branch.
• Keep current on partner and business line products/services 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, and setting appointments for financial reviews.
• Maximize networking and community service events.
• Leverage lead lists, top customer lists, household lists, business lists, etc., to deepen relationships.
• Assist in the coaching and development of other team members as needed.

• Consistently demonstrate the service behaviors 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 customer time.
• Maintain the highest levels of confidentiality and privacy of customer information.
• Respond to customer concerns to supervisors as appropriate.
• Set clear expectations and deliver on promises when follow‑up is required.
• Focus directly on the customer, setting aside other projects as needed to respond.
• 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, bank checks, and money orders.
• Process and approve wire transfers within authorized limits and monitor collections and fee rebates.
• Ensure account records (signature cards, POAs, business resolutions) are correct and compliant.
• Assist branch management in maintaining branch safety and soundness.
• Distribute, educate, and train branch employees on policy changes as needed.
• Make exceptions within approved limits, drawing on policy knowledge.
• Review branch compliance and audit reports.
• Assist branch management in minimizing and correcting variances and exceptions.
• Monitor and maintain branch RCI, teller difference activity, overdrafts, and charge‑offs.
• Comply with all S.A.F.E. Act regulations, keeping registration information up to date.
• Provide N.M.L.S. registration number in all written communications as required by law.
• Comply with Fair Lending regulations.
• Comply with UDAAP regulations.

• Actively support managerial decisions positively.
• Set a professional example for staff.
• Effectively address staff issues or concerns in absence of branch management.

This position is located at our North Street Branch – 126 North St., Danbury, CT.

Hours:

37.50 hours per week.