Relationship Specialist - Stony Hill - Bethel
Union Savings Bank, Bethel, CT, United States
Relationship Specialist – Stony Hill – Bethel
Job Category : Branch Banking
Requisition Number : RELAT002061
Posted : March 23, 2026
Full-Time
On-site
Locations Showing 1 location
79 Stony Hill Road, Bethel, CT 06801, USA
The Relationship Specialist is responsible for developing, maintaining and deepening customer relationships, and 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.
Processes
Assist customers in understanding their financial goals and provide suggested solutions; sell the value of these solutions and close the sale.
Maintain a working knowledge of all USB products and services sold in the branch.
Stay current on partner products and other business line offerings 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 onboarding, upselling, and scheduling appointments for financial reviews.
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, put it aside and interact with the customer.
Handle transactions accurately and efficiently, respecting the customer’s 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 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 account records (signature cards, POAs, business resolutions) to ensure documentation is completed correctly and within compliance.
Comply with all S.A.F.E. Act regulations, 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.
This position is located at the Stony Hill Branch – 79 Stony Hill Road, Bethel, CT
37.5 hours per week
Qualifications Education
High School Diploma or GED or better.
Experience
2‑3 years of Sales and Banking Experience.
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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Requisition Number : RELAT002061
Posted : March 23, 2026
Full-Time
On-site
Locations Showing 1 location
79 Stony Hill Road, Bethel, CT 06801, USA
The Relationship Specialist is responsible for developing, maintaining and deepening customer relationships, and 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.
Processes
Assist customers in understanding their financial goals and provide suggested solutions; sell the value of these solutions and close the sale.
Maintain a working knowledge of all USB products and services sold in the branch.
Stay current on partner products and other business line offerings 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 onboarding, upselling, and scheduling appointments for financial reviews.
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, put it aside and interact with the customer.
Handle transactions accurately and efficiently, respecting the customer’s 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 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 account records (signature cards, POAs, business resolutions) to ensure documentation is completed correctly and within compliance.
Comply with all S.A.F.E. Act regulations, 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.
This position is located at the Stony Hill Branch – 79 Stony Hill Road, Bethel, CT
37.5 hours per week
Qualifications Education
High School Diploma or GED or better.
Experience
2‑3 years of Sales and Banking Experience.
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