Bank Sales & Service Rep — Path to Branch Leadership

United Bank

Parkersburg (WV)

On-site

USD 32,000 - 42,000

Full time

2 days ago
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Job summary

United Bank in Parkersburg, WV is seeking a Sales & Service Representative to promote and sell bank products while upholding professional standards. The role involves profiling customers, opening accounts, and cross-selling services to meet monthly goals.

The ideal candidate has a minimum of one year in customer service, with NMLS licensing or the ability to obtain it within 90 days, plus strong communication skills in Spanish as a plus. Flexibility in scheduling may be required.

Qualifications

  • High School Diploma or equivalent; bachelor’s degree preferred.
  • Minimum one year customer service or related experience.
  • Must possess an NMLS license or obtain NMLS license within 90 days of employment.
  • Ongoing NMLS training and SAFE Act compliance required.
  • Spanish language skills a plus.

Responsibilities

  • Keep up-to-date on Bank products and services to provide financial solutions.
  • Profiles customers, opens accounts, and cross-sells products.
  • Meets monthly branch/individual scorecard goals.
  • Delivers excellent customer service following sales and service standards.
  • Complies with security, policies, and regulatory requirements (KYC, OFAC, CIP, privacy).
  • Maintains dual control on cash/negotiables; may approve branch transactions.
  • May work across branch locations to ensure staffing; may require after-hours work.
  • Promotes consumer lending products within regulatory Safe Act guidelines.

Skills

Customer service
Verbal communication
Written communication
Interpersonal skills
Sales aptitude
Spanish language

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

United Bank in Parkersburg, WV is seeking a Sales & Service Representative to promote and sell bank products while upholding professional standards. The role involves profiling customers, opening accounts, and cross-selling services to meet monthly goals.

The ideal candidate has a minimum of one year in customer service, with NMLS licensing or the ability to obtain it within 90 days, plus strong communication skills in Spanish as a plus. Flexibility in scheduling may be required.

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