Union Savings Bank - CT
Senior Relationship Specialist - Marble Dale
Union Savings Bank - CT, New Preston, Connecticut, United States
Senior Relationship Specialist - Marble Dale
Union Savings Bank - CT
Location : Marble Dale Branch - 253 New Milford Turnpike, New Preston, CT 06777
Hours : 37.50 hours per week
Responsibilities:
Customer Relationships
Develop, maintain and deepen customer relationships.
Accurately and effectively handle sales and service transactions.
Sales
Promote USB products and services through branch banking sales and service processes.
Assist customers in understanding how their financial goals are met with suggested solutions.
Sell customers on the value and close the sale.
Maintain a working knowledge of all USB products and services sold in the branch.
Keep current on product/services offered from partners and other business lines to assist in cross selling efforts.
Support and engage in all branch, market or bank sales initiatives, contests, campaigns and promotions.
Participate in sales related market or bank level projects or initiatives.
Exceed all individual and branch goals (sales, service, cross line of business).
Actively source and facilitate Bank at Work opportunities.
Proactively reach out to new and existing customers including onboarding, upselling, setting appointments for financial reviews, etc.
Maximize networking and community service events.
Leverage all lead lists, top customer lists, household lists, business lists, etc. and enthusiastically reach out to customers to deepen relationships.
Assist in coaching and development of other team members as needed.
Customer Service
Consistently demonstrate service behaviours embedded in the USB Customer Service Commitment Charter and the branch banking sales & service process.
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 customer concerns to supervisors as appropriate.
If follow up is required, set clear customer expectations and deliver as promised.
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.
Provide coverage for service transactions as needed.
Accountable for successful retention of customers.
Operations / Risk Management
Accurately process transactions including deposits, withdrawals, transfers and negotiable items such as bank checks and money orders.
Process and approve wire transfers within authorized limits.
Monitor and maintain collections and fee rebates.
Monitor account records, such as signature cards, POAs, and business resolutions to ensure documentation is completed correctly and within compliance.
Assist branch management in maintaining the safety and soundness of the branch.
Assist branch management in distributing, educating, & training branch employees on information/policy changes as needed.
Make exceptions within approved limits utilizing knowledge based on experience relating to policies and procedures.
Review branch compliance and audit reports.
Assist branch management in minimizing and correcting variances and exceptions.
Monitor/maintain branch RCI, teller difference activity, overdrafts and charge offs.
Comply with all S.A.F.E. Act regulations including keeping registration information (name, home address, work address) up to date and status as active.
Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e‑mail signatures and business cards.
Comply with all requirements of the Fair Lending regulations.
Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations.
Human Resources
Actively support managerial decisions in a positive manner.
Set a professional example for staff to follow.
Effectively deal with staff issues or concerns in the absence of the Branch Management Team.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Other – Banking industry
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Location : Marble Dale Branch - 253 New Milford Turnpike, New Preston, CT 06777
Hours : 37.50 hours per week
Responsibilities:
Customer Relationships
Develop, maintain and deepen customer relationships.
Accurately and effectively handle sales and service transactions.
Sales
Promote USB products and services through branch banking sales and service processes.
Assist customers in understanding how their financial goals are met with suggested solutions.
Sell customers on the value and close the sale.
Maintain a working knowledge of all USB products and services sold in the branch.
Keep current on product/services offered from partners and other business lines to assist in cross selling efforts.
Support and engage in all branch, market or bank sales initiatives, contests, campaigns and promotions.
Participate in sales related market or bank level projects or initiatives.
Exceed all individual and branch goals (sales, service, cross line of business).
Actively source and facilitate Bank at Work opportunities.
Proactively reach out to new and existing customers including onboarding, upselling, setting appointments for financial reviews, etc.
Maximize networking and community service events.
Leverage all lead lists, top customer lists, household lists, business lists, etc. and enthusiastically reach out to customers to deepen relationships.
Assist in coaching and development of other team members as needed.
Customer Service
Consistently demonstrate service behaviours embedded in the USB Customer Service Commitment Charter and the branch banking sales & service process.
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 customer concerns to supervisors as appropriate.
If follow up is required, set clear customer expectations and deliver as promised.
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.
Provide coverage for service transactions as needed.
Accountable for successful retention of customers.
Operations / Risk Management
Accurately process transactions including deposits, withdrawals, transfers and negotiable items such as bank checks and money orders.
Process and approve wire transfers within authorized limits.
Monitor and maintain collections and fee rebates.
Monitor account records, such as signature cards, POAs, and business resolutions to ensure documentation is completed correctly and within compliance.
Assist branch management in maintaining the safety and soundness of the branch.
Assist branch management in distributing, educating, & training branch employees on information/policy changes as needed.
Make exceptions within approved limits utilizing knowledge based on experience relating to policies and procedures.
Review branch compliance and audit reports.
Assist branch management in minimizing and correcting variances and exceptions.
Monitor/maintain branch RCI, teller difference activity, overdrafts and charge offs.
Comply with all S.A.F.E. Act regulations including keeping registration information (name, home address, work address) up to date and status as active.
Provide N.M.L.S. registration number to consumers upon request and in all written communications in accordance with law, specifically on e‑mail signatures and business cards.
Comply with all requirements of the Fair Lending regulations.
Comply with UDAAP (Unfair, Deceptive Abusive Acts or Practices) regulations.
Human Resources
Actively support managerial decisions in a positive manner.
Set a professional example for staff to follow.
Effectively deal with staff issues or concerns in the absence of the Branch Management Team.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Other – Banking industry
#J-18808-Ljbffr