Senior Relationship Specialist - Newtown

Union Savings Bank • Newtown, CT • 22h ago

Description

The Senior 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 in the understanding of how their financial goals are met with suggested solutions. Sell Customer on the value 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

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 customer 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 the coaching and development of other team members as needed.

Customer Service

Consistently demonstrate the service behaviors 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

Performs essential duties by accurately processing transactions including but not limited to 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 the 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 (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.

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.

This position is located at our Newtown Branch - 1-A, 1 Commerce Rd, Newtown, CT

37.50 hours per week

Qualifications

Education

Required

High School Diploma or GED or better

Licenses & Certifications

Required

NMLS

Experience

Required

2-5 years: Banking

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 (https://www.eeoc.gov/poster) notice from the Department of Labor.

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