Client Service Rep: Financial Operations - New Fairfield, CT, United States - Usb (Union Savings Bank)
Description
Service Representative (Part Time) - New Fairfield
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.
Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand
Focus directly on the customer, if working on another project quickly put aside and interact with the customer.
Project a professional positive outlook and demeanor at all times
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.
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.
Be aware of products and services offered by cross line of business partners.
Assist in generating quality referrals to business partners.
Utilize relevant tracking system to report and track sales and service activities.
Saturday: 8:45 am - 12:15 pm
Customer Service and Sales
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
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