About this role
<div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Job Description</H2> </div><div><p><u><b>JOB SUMMARY: </b></u><br> 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.</p> <p><br> <u><b>RESPONSIBILITIES:</b></u></p> <p>• Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.<br> • Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits.<br> • Adhere to cash differences/controllable losses policy.<br> • 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.<br> • Comply with all department and company policies, procedures, and overall security.<br> • 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. <br> • 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.<br> • Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.<br> • Promote and maintain positive relationships with all internal and external customers.<br> • Responsible for keeping current and being knowledgeable in order to communicate the Bank’s products and services to clients. <br> • As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.</p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Qualifications</H2> </div><div><p><u><b>SKILLS/QUALIFICATIONS:</b></u></p> <p>• High school diploma or equivalent.<br> • Successful completion of the Bank’s in-house Sales Associate Training Program. <br> • Previous customer service contact experience is highly desired.<br> • Ability to demonstrate a sales-oriented professional demeanor.<br> • Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus.<br> • Experience in handling money preferred.<br> • Proficiency in Microsoft Office Products (Word, Excel) required.<br> • Understanding and working knowledge of appropriate core banking system is a plus.<br> • Detailed oriented.<br> • Professionalism and confidentiality are essential.<br> • Flexibility on work schedule as business needs arise.</p> <p><br> <u><b>KEY COMPETENCIES</b></u></p> <p>• Customer Service<br> • Interpersonal Skills<br> • Dependability (Attendance & Punctuality)<br> • Task Management</p> <p><br> <u><b>Essential Functions: </b></u> <br> • Sitting and standing for extended periods of time.<br> • Ability to operate a computer keyboard, mouse, and other computer components.<br> • Ability to reach over teller counter or desk area to receive customer transaction documents.<br> Ability to lift and carry up to twenty pounds.<br> • Ability to converse and exchange information with all levels of staff within organization.<br> • Ability to observe, perceive, identify, and translate data.</p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px">Company Profile</H2> </div><div><p><strong>Please <a href="https://www.bankwithunited.com/content/dam/unitedbank/documents/united-bank/Benefit-Eligibility-Chart.pdf">click here</a> to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found <u><a href="https://www.bankwithunited.com/about-united.html">here</a></u>.</strong><strong></strong></p> <p></p> <p>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.</p> <p></p> <p>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.</p></div></div></div>