Union Savings Bank
Relationship Specialist - North Street, Danbury
Union Savings Bank, Danbury, Connecticut, us, 06813
Relationship Specialist - North Street, Danbury
Job Category:
Branch Banking
Requisition Number:
RELAT002030
Apply now
Posted : January 6, 2026
Full-Time
On-site
Locations Showing 1 location
North Street 126 North Street Danbury, CT 06811, USA
North Street 126 North Street Danbury, CT 06811, USA
The Relationship Specialist is responsible for developing, maintaining and deepening customer relationships. Responsible for accurately and effectively handling both sales and service transactions.
Promote USB products and services through the use of branch banking sales and service processes
Assist Customer understanding their financial goals are met with suggested solutions. Sell customer on the value of these suggested solutions and close on 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
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 on-boarding, up selling, 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.
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
Respond to or refer customer concerns to supervisors as appropriate
If follow up is required, set clear customer expectations and deliver as promised
Maintain the highest levels of confidentiality and privacy of customer information
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 Perform essential duties by accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders.
Balance TCD and/or TCR accurately and effectively when required.
Process wire transfers.
Monitor the account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance.
Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and 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.
This position is located at the North Street Branch - 126 North Street, Danbury CT.
37.50 hours per week
Qualifications Skills Behaviors Motivations Education Required Education High School Diploma or GED or better.
Experience Required Experience 1-2 years: Sales and Banking
Licenses & Certifications Required Licenses & Certifications NMLS
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.
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Branch Banking
Requisition Number:
RELAT002030
Apply now
Posted : January 6, 2026
Full-Time
On-site
Locations Showing 1 location
North Street 126 North Street Danbury, CT 06811, USA
North Street 126 North Street Danbury, CT 06811, USA
The Relationship Specialist is responsible for developing, maintaining and deepening customer relationships. Responsible for accurately and effectively handling both sales and service transactions.
Promote USB products and services through the use of branch banking sales and service processes
Assist Customer understanding their financial goals are met with suggested solutions. Sell customer on the value of these suggested solutions and close on 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
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 on-boarding, up selling, 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.
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
Respond to or refer customer concerns to supervisors as appropriate
If follow up is required, set clear customer expectations and deliver as promised
Maintain the highest levels of confidentiality and privacy of customer information
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 Perform essential duties by accurately processing transactions including but not limited to deposits, withdrawals transfers and negotiable items such as Bank Checks and Money Orders.
Balance TCD and/or TCR accurately and effectively when required.
Process wire transfers.
Monitor the account records, such as signature cards, POAs, and Business Resolutions to ensure documentation is completed correctly and within compliance.
Comply with all S.A.F.E. Act regulations including keeping registration information (including but not limited to name, home address and 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.
This position is located at the North Street Branch - 126 North Street, Danbury CT.
37.50 hours per week
Qualifications Skills Behaviors Motivations Education Required Education High School Diploma or GED or better.
Experience Required Experience 1-2 years: Sales and Banking
Licenses & Certifications Required Licenses & Certifications NMLS
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.
#J-18808-Ljbffr