Service Representative - Monroe -Part Time
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At a glance
Job overview
The Service Representative at Union Savings Bank in Monroe, CT provides front‑line customer service, processes banking transactions, and promotes bank products. The role requires maintaining confidentiality, handling customer inquiries, meeting sales goals, and ensuring accurate transaction processing while adhering to bank policies and delivering a positive, professional demeanor.
Skills & qualifications
Skills
Qualifications
Full job description
Description
Customer Service
Consistently demonstrate all aspects of the USB Customer Service Commitment Charter and the USB brand
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· Put the customer first by promptly acknowledging their presence.
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· Focus directly on the customer, if working on another project quickly put aside and interact with the customer.
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· Handle transactions accurately and efficiently, respecting customers time
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· Maintain the highest levels of confidentiality and privacy of customer information
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· Respond to or refer customer concerns to supervisors as appropriate.
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· If follow up is required, set clear customer expectations and deliver as promised.
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· 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
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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.
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Adhere to all bank policies and procedures
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Balance TCD and/or TCR accurately and effectively, as is necessary.
Sales
Promote USB products and services
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Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes.
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Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals
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Be aware of products and services offered by cross line of business partners.
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Assist in generating quality referrals to business partners.
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Exceed individual sales goals and assist team in meeting sales goals.
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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
Located at our Monroe branch at 411 Monroe Tpke, Monroe CT.
Qualifications
Education
Required
- High School Diploma or GED or better
Experience
Required
- 1-2 year: Customer Service and Sales
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
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