SALES ASSOCIATE
Company: United Bank Inc
Location: Midlothian
Posted on: October 12, 2024
Job Description:
Job Description
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 on a daily
basis and have the ability and desire to interact in a team
environment and be willing to contribute to the team efforts.
RESPONSIBILITIES:
- Operate with accuracy and efficiency the appropriate core
banking systems and a sales associate window as follows:
- Accept deposits, verify cash deposits, endorsements and comply
with Regulation CC requirements and bank deposit policies.
- Accept payments for all loans/lines of credit.
- Process the redemption of U.S. Savings Bonds.
- Process night depository, ATM and mail deposits, if
applicable.
- Provide additional customer services including
processing/issuance of official bank checks and credit card cash
advances
- 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
- Verify signatures and account ownership as required. Exercises
discretion, judgment, and initiative regarding transaction problems
and inquiries
- 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 @ your service standards .
- May be responsible for branch opening/closing procedures
- May escort customers to safe deposit boxes in accordance with
the Bank's safe deposit box policy and security procedures
- May assist in opening/closing of branch vaults under dual
control
- As needed, order, receive, verify, and distribute cash in
accordance with bank policy
- Promote and maintain positive relationships with all internal
and external customers
- Contribute to the fulfillment of the Bank's objectives and
goals by performing as a team member in allocating and coordinating
the workflow
- 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
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; 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;
- Strong interpersonal skills;
- Professionalism and confidentiality is essential
- Ability to travel as business necessity arises to other branch
locations to ensure proper staffing on a daily basis
- Flexibility on work schedule as business needs arise KEY
COMPETENCIES:
- Customer Service
- Interpersonal Skills
- Dependability (Attendance & Punctuality)
- Task Management ESSENTIAL FUNCTIONS:
- Sitting and standing for extended periods of time.
- Sufficient dexterity of hands and fingers to efficiently
operate a computer keyboard, mouse and other computer
components.
- Ability to converse and exchange information with all levels of
staff within organization.
- Ability to observe, perceive, identify, and translate data
- Ability to travel via airplane, automobile, bus and/or train
Company Profile
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 an inclusive culture that is reflective of the
communities we serve; celebrates diversity of thought, backgrounds,
and experience; 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, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.
Keywords: United Bank Inc, Newport News , SALES ASSOCIATE, Sales , Midlothian, Virginia
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