What are the responsibilities and job description for the Sales Associate position at United Bank?
Job Description
JOB SUMMARY:
The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals.
RESPONSIBILITIES:
SKILLS/QUALIFICATIONS:
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here .
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
JOB SUMMARY:
The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals.
RESPONSIBILITIES:
- Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
- Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits.
- Adhere to cash differences/controllable losses policy.
- Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds.
- Comply with all department and company policies, procedures, and overall security.
- Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures.
- Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
- Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.
- Promote and maintain positive relationships with all internal and external customers.
- Responsible for keeping current and being knowledgeable in order to communicate the Bank’s products and services to clients.
- As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.
SKILLS/QUALIFICATIONS:
- High school diploma or equivalent.
- Successful completion of the Bank’s in-house Sales Associate Training Program.
- Previous customer service contact experience is highly desired.
- Ability to demonstrate a sales-oriented professional demeanor.
- Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus.
- Experience in handling money preferred.
- Proficiency in Microsoft Office Products (Word, Excel) required.
- Understanding and working knowledge of appropriate core banking system is a plus.
- Detailed oriented.
- Professionalism and confidentiality are essential.
- Flexibility on work schedule as business needs arise.
- Customer Service
- Interpersonal Skills
- Dependability (Attendance & Punctuality)
- Task Management
- Sitting and standing for extended periods of time.
- Ability to operate a computer keyboard, mouse, and other computer components.
- Ability to reach over teller counter or desk area to receive customer transaction documents.
- Ability to converse and exchange information with all levels of staff within organization.
- Ability to observe, perceive, identify, and translate data.
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here .
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.