Demo

Service Representative - Monroe -Part Time

Union Savings Bank - CT
Monroe, CT Part Time
POSTED ON 1/7/2025
AVAILABLE BEFORE 3/7/2025

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 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

Accountable for successful retention of customers.

Operations / Risk Management

  • 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
  • Balance TCD and/or TCR accurately and effectively, as is necessary.

Sales

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 team in meeting sales goals.
  • Utilize relevant tracking system to report and track sales and service activities.

 

The hours and days needed for this position are:

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

22 hours per week

                       

 

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