Verified Job
Accounting - Finance
Service Representative - Monroe -Part Time
Accounting - Finance
#490704
Remote / WFH
Job Description
Job Details
Description
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
• Maintain the highest levels of confidentiality and privacy of customer information
• Respond to or refer customer concerns to supervisors as appropriate.
• If follow up is required, set clear customer expectations and deliver as promised.
• Maintain a positive outlook and demeanor at all times
Project a professional positive outlook and demeanor at all times
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.
• Adhere to all bank policies and procedures
• Balance TCD and/or TCR accurately and effectively, as is necessary.
Sales
Promote USB products and services
• Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes.
• Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals
• Be aware of products and services offered by cross line of business partners.
• Assist in generating quality referrals to business partners.
• Exceed individual sales goals and assist team in meeting sales goals.
• Utilize relevant tracking system to report and track sales and service activities.
The Hours And Days Needed For This Position Are
Tuesday +:30 am to 4:15 pm
Thursday +:30 am to 4:15 pm
Friday 11:00 am to 5:15 pm
Saturday 8:30 am to 12:15 pm
22 hours per week
Description
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
• Maintain the highest levels of confidentiality and privacy of customer information
• Respond to or refer customer concerns to supervisors as appropriate.
• If follow up is required, set clear customer expectations and deliver as promised.
• Maintain a positive outlook and demeanor at all times
Project a professional positive outlook and demeanor at all times
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.
• Adhere to all bank policies and procedures
• Balance TCD and/or TCR accurately and effectively, as is necessary.
Sales
Promote USB products and services
• Assist customers in understanding how USB products and services meet their financial goals through the use of branch banking sales and service processes.
• Maintain a working knowledge of all USB products and services sold in the branch to aid in generating quality referrals
• Be aware of products and services offered by cross line of business partners.
• Assist in generating quality referrals to business partners.
• Exceed individual sales goals and assist team in meeting sales goals.
• Utilize relevant tracking system to report and track sales and service activities.
The Hours And Days Needed For This Position Are
Tuesday +:30 am to 4:15 pm
Thursday +:30 am to 4:15 pm
Friday 11:00 am to 5:15 pm
Saturday 8:30 am to 12:15 pm
22 hours per week
