Senior Relationship Specialist - Newtown

Overview

The Senior Relationship Specialist is responsible for developing, maintaining and deepening customer relationships. Responsible for accurately and effectively handling both sales and service transactions.

• Promote USB products and services through the use of branch banking sales and service processes.
• Assist customer in understanding how their financial goals are met with suggested solutions. Sell customer on the value and close on 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 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 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.

• Perform essential duties by accurately processing 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 proper documentation and compliance.
• Assist Branch Management in maintaining the safety and soundness of the branch.
• Assist Branch Management in distributing, educating, and training branch employees on information or policy changes as needed.
• Make exceptions within approved limits using knowledge based on experience regarding policies and procedures.
• 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, including keeping registration information up to date and status as active.
• Provide NMLS registration number to consumers upon request and in all written communications in accordance with law.
• Comply with all requirements of the Fair Lending regulations.
• Comply with UDAAP (Unfair, Deceptive, Abusive Acts or Practices) regulations.

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

This position is located at our Newtown Branch - 1-A, 1 Commerce Rd, Newtown, CT.

37.50 hours per week.