The Relationship Specialist is responsible for developing, maintaining and deepening customer relationships. Responsible for accurately and effectively handling both sales and service transactions.
Sales
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 37.50 hours per week and located at the New Milford Center Branch - 41 East St, New Milford, CT.
Qualifications
Education
Required
High School or better.
Experience
Required
1-2 years:
Sales and Banking Experience
Licenses & Certifications
Required
NMLS
Equal 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)
We are an EOE. We value diversity.
