Service Representative - Monroe -Part Time
Union Savings Bank - CT · Monroe, CT · 1 mo ago
OTHRPart-time
About the role
Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand.
Responsibilities
- Put the customer first by promptly acknowledging their presence.
- Focus directly on the customer; if working on another project, quickly put it aside and interact with the customer.
- 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.
- Project a professional, positive outlook and demeanor at all times.
- Be 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.
- Adhere to all bank policies and procedures.
- Balance TCD and/or TCR accurately and effectively, as necessary.
- 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 business partners.
- Exceed individual sales goals and assist the team in meeting sales goals.
- Utilize relevant tracking systems to report and track sales and service activities.
Schedule
22 hours per week:
- Tuesday: 9:30 am to 4:15 pm
- Thursday: 9:30 am to 4:15 pm
- Friday: 11:00 am to 5:15 pm
- Saturday: 8:30 am to 12:15 pm
Located at our Monroe branch at 411 Monroe Tpke, Monroe, CT.