Team Management. Manage daily work assignments and schedules to ensure appropriate coverage. Oversee and monitor volume and ensure tasks are completed within time frames. Oversee daily teller balancing and branch balancing. Develop and lead regular staff meetings. Communicate process changes, initiate open discussion, and provide written minutes. Implement back up plans during absences. Develop direct reports and support staff development. Schedu...
The Senior Relationship Specialist is responsible for developing, maintaining and deepening customer relationships. Responsible for accurately and effectively handling both sales and service transactions. . Sales. Promote USB products and services through the use of branch banking sales and service processes. Assist Customer in the understanding of how their financial goals are met with suggested solutions. Sell Customer on the value and close on...
Client Support. Follow and uphold USB Customer Service Standards in interactions with internal and external customers. Serve as a resource by answering questions from Clients, attorneys and Loan Officer regarding pending loan files, and/or next steps. Loan Administration. Oversee loan requests through the lending process to ensure all required information and documentation is in place and be the liaison with Credit Administration, Client and Lend...
The Operations Help Desk Specialist supports the daily functions of the Bank Operations department through a wide variety of tasks, and serves as a contact point for internal staff inquiries. Help Desk Duties. Respond to, resolve, and/or redirect issues received from internal departments. Respond to, resolve, and/or redirect mail requests received from customers. Perform account file maintenance as needed. Complete research requests within estab...
Customer Service. 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. Maintain the highest levels of confidentiality and privacy of customer inform...
The Security Analyst I supports both CSC and Branch Banking teams when assisting customers involving fraud or suspected fraud alerts via e-mails, reports, inquiries, system queries and by both inbound/outbound calls. They will be the single point of contact for the customer and conduct investigations as warranted to isolate and contain suspicious activity. The Security Analyst I will attempt to stop any fraudulent transaction(s) from completing i...
Job Details. Description. Sales. Execute on Bank’s mortgage strategy in expanding our outreach to underserved markets, primarily focusing on majority / minority census tract areas (MMCT) along with Low to Mod Income areas (LMI). Build and develop relationships with realtors, housing agencies, associations, etc. within these underserved markets, creating brand and product awareness. Perform various educational seminars focused on product awareness...
Job Details. Description. Sales. Execute on Bank’s mortgage strategy in expanding our outreach to underserved markets, primarily focusing on majority / minority census tract areas (MMCT) along with Low to Mod Income areas (LMI). Build and develop relationships with realtors, housing agencies, associations, etc. within these underserved markets, creating brand and product awareness. Perform various educational seminars focused on product awareness...
The Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities. Customer Service. Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand. Put the customer first by promptly acknowledging their presenc...
The Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities. Customer Service. Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand. Put the customer first by promptly acknowledging their presenc...
