Service Representative; Part-Time - Milford

Service Representative (Part-Time) – New Milford

Union Savings Bank – CT

The Service Representative provides direct customer service satisfying customer banking needs, accurately handling service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities.

• 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.
• Accountable for successful retention of customers.
• Perform 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.
• 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.

Monday: 8:30 am - 4:15 pm
Thursday: 8:30 am - 4:15 pm
Friday: 9:00 am - 4:15 pm
Saturday: 8:30 am - 12:15 pm (25 hours per week)

Location:

169 Danbury Rd., New Milford, CT