Union Savings Bank - CT · 1 day ago
Bilingual Senior Service Representative - North Street - Danbury, CT
Danbury, CT
Full-time
Onsite
Senior LevelUnion Savings Bank - CT is seeking a Bilingual Senior Service Representative to provide direct customer service and satisfy banking needs. The role involves handling transactions accurately, promoting bank products, and maintaining high levels of customer satisfaction.
Banking
Responsibilities
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
Project a professional positive outlook and demeanor at all times
Accountable for successful retention of customers
Performs 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
Perform as 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
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
Qualification
Required
Fluency in English & Spanish and/or Portuguese is required
Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand
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
Accountable for successful retention of customers
Performs 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
Perform as 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
Company
Union Savings Bank - CT
Union Savings Bank, established in 1866, is a $3.0 billion mutual bank dedicated to providing excellent service to its customers and communities.
Founded in 1866
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Paul Bruce
Executive Vice President & Chief Financial Officer
Keith Wirtz, CFA
Vice President & CIO
Recent News
HamletHub
2024-05-04
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