Relationship Specialist - Bethel

Sales

• Promote USB products and services through branch banking sales and service processes.
• Aid customers in understanding their financial goals and suggest solutions.
• Sell the value of suggested solutions and close sales.
• Maintain a working knowledge of all USB products and services.
• Stay updated on products/services offered from partners and other business lines for cross-selling.
• Participate in all branch, market, or bank sales initiatives, contests, campaigns, and promotions.
• Exceed individual and branch sales/service/cross-line of business goals.
• Sources and facilitates Bank at Work opportunities.
• Proactively reaches out to new and existing customers, including on-boarding, up-selling, setting appointments for financial reviews, etc.
• Leverages all lead lists, top customer lists, household lists, business lists, etc., and enthusiastically reaches out to customers to deepen relationships.

Customer Service

• Demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand.
• Put the customer first by promptly acknowledging their presence and focusing directly on them.
• Accurately and efficiently handle transactions, respecting customers' time.
• Handle customer concerns appropriately, either by addressing them directly or referring them to supervisors.
• 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.

Operations / Risk Management

• Accurately process transactions, including deposits, withdrawals, transfers, and negotiable items like Bank Checks and Money Orders.
• Balance TCD and/or TCR as required.
• Process wire transfers.
• Monitor account records, such as signature cards, POAs, and Business Resolutions, ensuring they are completed correctly and in compliance.
• Comply with S.A.F.E. Act regulations, keeping registration information up to date and ensuring status as active.
• Provide N.M.L.S. registration number upon request and in all written communications in accordance with law, specifically on e-mail signatures and business cards.
• Comply with Fair Lending regulations.
• Comply with UDAAP regulations.