Service Representative - Litchfield

Service Representative - Litchfield

Job Category: Branch Banking

Requisition Number: SERVI001976

Full-Time

On-site

Litchfield, CT 06759, USA

Job Details

Description

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 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 37.5 hours per week and is located at 13 North St. Litchfield - Litchfield Branch

Qualifications

Experience

Required

1-2 years:

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 notice from the Department of Labor.

We are an EOE. We value diversity.