Bilingual Senior Relationship Specialist – North Street – Danbury
Job Category: Branch Banking
Requisition Number: BILIN002093
* Full‑Time
* On‑site
Location
Danbury, CT 06811, USA
Description
The Bilingual Senior Relationship Specialist is responsible for developing, maintaining and deepening customer relationships, accurately and effectively handling both sales and service transactions. Must be proficient in Spanish and/or Portuguese.
Promote USB products and services through the use of branch banking sales and service processes.
Assist customers in understanding how their financial goals are met with suggested solutions, selling them on the value and closing 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 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.
* 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 (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 North Street Branch - 126 North St. Danbury, CT
37.50 hours per week
Qualifications
Education
Required: High School Diploma or GED or better.
Experience
Required: 2–5 years banking experience.
Licenses & Certifications
Required: 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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