Service Representative - Brookfield

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.

This position is located at the Brookfield Branch - 200 Federal Road, Brookfield, CT 

37.5 hours per week