Senior Sales and Service Specialist

United Financial Bancorp
North Haven
Sep 23, 2017
Oct 08, 2017
Employer Type
Direct Employer
Employment Type
Full Time
United Bank is currently seeking a Senior Sales and Service Specialist to join our branch located in North Haven, CT. The Senior Sales and Service is primarily responsible for providing an exceptional customer experience, proactively deepening and retaining customer relationships and to process teller transactions and service requests accurately and efficiently in accordance with established United Bank policies and procedures. The Senior Sales and Service Specialist also works in a supervisory capacity to assist the Branch Operations Administrator and is involved in coaching of the teller team to execute United Bank's customer experience objectives.

Sales and Service Supervisor:

* Maintains the utmost flexibility while recognizing and responding to the most appropriate times to perform both the teller role and the service-and-sales role.

* Assumes management of the teller line in absence of the Branch Operations Administrator.

* Assists the in leading, coaching, and managing the teller team to process transactions, accurately, efficiently, and in accordance with United Bank's established policies and procedures.

* Provide appropriate decision-making with exception requests and transaction overrides. Assist tellers by using comprehensive policy and procedure knowledge to handle more complex transactions and resolve customer issues.

* Seeks to delight our customers by providing a best-in-class customer experience.

* Is quick to serve, provides undivided attention, and ensures accuracy in processing transactions in an effort to meet customer needs.

* Helps deepen and retain customer relationships by identifying consumer and small business customers' needs and creating interest in appropriate value-added financial products and solutions.

* Educates customers on self-service options and other United Bank customer benefits.

* Understands United Bank's policies and procedures and processes transactions in accordance with these guidelines.

* Acts with a high level of integrity, adhering to United Bank's Code of Ethics while protecting customer and bank information.

* Creates a positive team environment by demonstrating United Bank's cultural attributes and models key customer experience behaviors during each customer interaction.

* Required to work weekends and/or extended hours. Regular, reliable attendance is critical.

* Accepts and completes consumer and equity loan applications in compliance with Bank policy and State and Federal laws. Performs pre-qualification analysis. Monitors loan approval process; serves as liaison with customers. As required by the SAFE Act, must become a registered NMLS user.


* Builds, retains, and deepens relationships with all branch customers by uncovering customer needs and referring appropriate products and solutions in an effort to achieve individual and team sales goals.

* Resolves complex service issues or refers them to an appropriate team member to guarantee customer satisfaction and retention.

* Executes basic sales activities while referring more complex requests (e.g. small business accounts or loans, mortgages, etc.) to a team member with more in-depth expertise.

* Works closely with the Branch Operations Administrator to continually improve branch performance.

* Partnering with the Branch Operations Administrator to create high impact teller activities in an effort to deepen customer relationships.

* Builds customer loyalty through courtesy and friendliness, including addressing each customer by name and thanking the customer for their business.

* Demonstrates a sense of urgency to meet customer needs while maintaining complete focus on deliver exceptional customer experience.

* Understands and lives United Bank's cultural attributes, as well as demonstrate personal integrity to our work by upholding high standards of ethical and professional conduct.

* Contributes to a positive workplace environment that helps motivate and inspire the branch team to strive for greatness.


All employees are subject to the requirements of the United Bank BSA Program. An employee's role with United Bank determines which parts of the program apply. However, all employees are responsible for reporting suspicious activity identified in the course of their work, and all employees are responsible for the timely completion of mandatory compliance training assigned, such as BSA and OFAC.

The above duties may not be all-inclusive. The incumbent may be asked or required to perform other work as time and abilities allow.



* Associate's degree or equivalent business experience.


* Minimum of one year of sales and service in a sales-goal environment with defined goals and accountabilities.

* Entry level supervisory experience

Knowledge, Abilities and Skills:.

* Proven effective customer service skills.

* Effective verbal communication skills.

* Demonstrates and lives United Bank's cultural attributes.

* Effective communicator with problem solving skills

* Computer experience desired.

* Bilingual skills, as required.

Physical Requirements:

* As the business demands, team members may be required to stand for extended periods of time (i.e. serving customers behind the teller line), and may also be required to lift and transport bags of coin and currency to the appropriate vaults or cash drawers.

Desired Qualifications:

* Cash handling experience desired

* Knowledge of banking products and solutions desirable

* Proven sales track record

* A champion for change.

* Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

* Please view Equal Employment Opportunity Posters provided by OFCCP here.

* 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)

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