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Union Savings Bank - CT · 1 day ago

Relationship Specialist - North Street, Danbury

Danbury, Connecticut, United States

Full-time

Onsite

New Grad, Entry Level

Union Savings Bank is a financial institution located in Connecticut, seeking a Relationship Specialist to develop and maintain customer relationships. The role involves promoting bank products and services, ensuring customer satisfaction, and accurately processing transactions.

Banking

Responsibilities

Promote USB products and services through the use of branch banking sales and service processes

Assist Customer understanding their financial goals are met with suggested solutions

Sell customer on the value of these suggested solutions 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

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 on-boarding, up selling, 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

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

Respond to or refer customer concerns to supervisors as appropriate

If follow up is required, set clear customer expectations and deliver as promised

Maintain the highest levels of confidentiality and privacy of customer information

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 but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders

Balance TCD and/or TCR accurately and effectively when required

Process wire transfers

Monitor the account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance

Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and work address) up to date and status as active

Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards

Comply with all requirements of the Fair Lending regulations

Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations

Qualification

Sales techniquesCustomer serviceProduct knowledgeRisk managementNetworkingCommunication skillsConfidentiality

Required

Developing, maintaining and deepening customer relationships

Accurately and effectively handling both sales and service transactions

Promoting USB products and services through the use of branch banking sales and service processes

Assisting customers in understanding their financial goals with suggested solutions

Selling customers on the value of suggested solutions and closing on the sale

Maintaining a working knowledge of all USB products and services sold in the branch

Keeping current on product/services offered from partners and other business lines to assist in cross selling efforts

Supporting and engaging in all branch, market or bank sales initiatives, contests, campaigns and promotions

Exceeding all individual and branch goals (sales, service, cross line of business)

Actively sourcing and facilitating Bank at Work opportunities

Proactively reaching out to new and existing customers including on-boarding, up selling, setting appointments for financial reviews, etc

Maximizing networking and community service events

Leveraging all lead lists, top customer lists, household lists, business lists, etc. and enthusiastically reaching out to customers to deepen relationships

Consistently demonstrating all aspects of the USB Customer Service Commitment Charter and the USB brand

Putting the customer first by promptly acknowledging their presence

Focusing directly on the customer, if working on another project quickly putting aside and interacting with the customer

Handling transactions accurately and efficiently, respecting customers' time

Responding to or referring customer concerns to supervisors as appropriate

Setting clear customer expectations and delivering as promised if follow up is required

Maintaining the highest levels of confidentiality and privacy of customer information

Projecting a professional positive outlook and demeanor at all times

Providing coverage for service transactions as needed

Being accountable for successful retention of customers

Accurately processing transactions including but not limited to deposits, withdrawals, transfers and negotiable items such as Bank Checks and Money Orders

Balancing TCD and/or TCR accurately and effectively when required

Processing wire transfers

Monitoring the account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance

Complying with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and work address) up to date and status as active

Providing N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards

Complying with all requirements of the Fair Lending regulations

Complying with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations