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Bank Rep Jobs in Connecticut (NOW HIRING)

PATRIOT BANK, N.A.

Universal Banker

Darien, CT · On-site

$18.75 - $23.50/hr

Cross-sell and up-sell bank products and services by answering inquiries and informing customers of ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

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Bank Rep information

What is a bank rep?

Bank reps, short for bank representatives, are professionals who assist customers with a variety of banking services. Their responsibilities typically include helping clients open accounts, processing transactions, answering questions about products and services, and addressing customer concerns. Bank reps may also provide information about loans, credit cards, and other financial options. They play a key role in ensuring customer satisfaction and maintaining the bank's reputation for service. Strong communication and problem-solving skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a bank rep, and why are they important?

To thrive as a Bank Representative, you need a background in finance or business, strong numerical skills, and a high school diploma or equivalent (with many employers preferring some college coursework or a degree). Familiarity with banking software, cash handling systems, and customer relationship management (CRM) tools is typically required. Excellent interpersonal skills, attention to detail, and problem-solving abilities help Bank Representatives stand out. These skills ensure accurate transactions, regulatory compliance, and exceptional customer service, all of which are vital for a bank's success.

What are some common challenges faced by bank reps, and how can they be addressed?

Bank Reps often encounter challenges such as managing high customer expectations, handling complex financial inquiries, and staying updated with regulatory changes. To address these, successful Bank Reps develop strong communication and problem-solving skills, participate in ongoing training programs, and work closely with their team to share knowledge and best practices. Additionally, utilizing digital tools provided by the bank can help streamline daily tasks and improve customer service efficiency.

What is the difference between Bank Rep vs Customer Service Representative?

AspectBank RepCustomer Service Representative
CredentialsHigh school diploma; some roles may require financial certificationsHigh school diploma; customer service experience preferred
Work EnvironmentBank branches, financial institutionsRetail stores, call centers, banks
Employer & Industry UsageFinancial institutions, banksVarious industries including retail, banking, telecom
Search & Comparison IntentFinancial services, banking rolesCustomer support, service roles

While both roles involve assisting customers, a Bank Rep primarily focuses on banking products, account management, and financial transactions within a bank. A Customer Service Representative may work across various industries, handling general customer inquiries and support. The Bank Rep role often requires specific financial knowledge and certifications, whereas Customer Service Reps may not.

Do bank representatives get paid?

Yes, bank representatives typically receive a salary or hourly wage for their work. Compensation can vary based on experience, location, and the specific bank, and may include benefits such as health insurance and retirement plans.
Bank Rep jobs near you
Infographic showing various Bank Rep job openings in Connecticut as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 2% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Customer Solutions Representative

Sprague, CT • On-site

Chelsea Groton Bank
Commercial Banking • 201 - 500 employees
Learn more about Chelsea Groton Bankexternal

$18.90 - $20/hr

Part-time

Posted 18 days ago

Job description

CUSTOMER SOLUTIONS REPRESENTATIVE (NE-7)

All Locations


This position is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, customer solutions representatives are cross-trained to fully handle both operational and moderate customer service representative tasks efficiently and effectively.

ACCOUNTABILITIES / RESPONSIBILITIES:

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers. 

  1. Proactively engages with customers on retail branch floor – informs and educates through various experiences including digital presentations - provides efficient, accurate and courteous customer service.    
  2. Maintains complete knowledge of Bank’s products and services.  Identifies and actively engages customer in determining needs and goals.  Recommends and creates customized solutions – opens and processes all types of consumers and businesses deposit, retirement, and consumer credit card accounts, participates in onboarding and customer retention activities. Refers to a business partner as appropriate.             
  3. Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin orders, cash advances, traveler’s checks, etc.   
  4. Assists customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, and able to effectively demonstrate online banking and mobile banking services. 
  5. Balances transactions and cash at the end of the day and assists with ATM balancing and branch settlement. Maintains keys and combinations.  Has branch opening and closing responsibilities. Assists with other security and audit routines. 
  6. Ensures that transactions are processed accurately and proper documentation completed. 
  7. Promotes the Bank’s products and services and maintains active participation in community affairs. 
  8. Responsible for adhering to Bank policies and procedures related to regulatory compliance requirements applicable to the job function. 
  9. Performs related and unrelated duties as may be needed.

 

POSITION REQUIREMENTS:

High School diploma; associate’s or bachelor’s degree preferred; minimum of two years of customer service or related experience required, cash handling experience helpful. A proven ability to take initiative to achieve personal and professional goals and objectives.  Effective customer service, verbal and written communication, mathematical, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including computer. Able to lead by example. Tech-savvy – use and ability to demonstrate features of banking technology with customers using a variety of tools.  Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential. Actively learns, demonstrates, and fosters the Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach.

SUPERVISORY SCOPE:

None

INDEPENDENT ACTION:

Performs work within established guidelines and according to specific procedures.  Refers problems to immediate supervisor.

COMPLIANCE:

Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending.