Job Details
The Senior 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 ServiceCommitment Charter and the USB brand
- Put the customer first by promptly acknowledging their presence
- 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
- 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
Accountable for successful retention of customers.
Operations / Risk ManagementPerforms 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
Perform as and support the Train theTrainer program when needed.
Balance the branch, ATM, TCD and vault when necessary.
Train as vault custodian and fill the role as needed.
Assist Supervisor in ordering cash, verifying incoming and outgoing cash shipments.
Approve transactions within operational limits.
Assist in the coaching and development of Service Representatives as needed.
Assist with morning and end of day duties as assigned.
SalesPromote 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 internal 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 37.50 hours per week and is located at 79 Stony Hill Road, Bethel - Stony Hill BranchEqual 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. 41 CFR 60-1.35(c)