Senior Relationship Specialist - Goshen

Sales

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

Customer Service

• Demonstrate the USB Customer Service Commitment Charter and branch banking sales & service process.
• Prioritize customer needs by promptly acknowledging their presence and handling transactions accurately and efficiently.
• Maintain confidentiality and privacy of customer information.
• Respond to customer concerns and set clear expectations for follow-up.
• Provide a professional and positive outlook and demeanor at all times.
• Take coverage for service transactions as needed.

Operations/Risk Management

• Accurately process transactions including deposits, withdrawals, transfers, and negotiable items like Bank Checks and Money Orders.
• Process and approve wire transfers within authorized limits.
• Monitor and maintain collections and fee rebates.
• Review and maintain account records such as signature cards, POAs, and Business Resolutions to ensure compliance.
• Assist Branch Management in maintaining the safety and soundness of the branch.
• Aid in distributing, educating, and training employees on policy changes.
• Make exceptions within approved limits based on experience and knowledge of policies and procedures.
• Review branch compliance and audit reports.
• Minimize and correct variances and exceptions in branch RCI, teller difference activity, overdrafts, and charge-offs.
• 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.
• Comply with Fair Lending and UDAAP regulations.

Human Resources

• Support managerial decisions in a positive manner.
• Set a professional example for staff to follow.
• Deal with staff issues or concerns in the absence of the Branch Management Team.