Bank Sales Team Lead & Coach

United Bank; Vienna (WV); On-site; USD 38,000 - 62,000; Full time

Job summary

United Bank in Vienna, WV is seeking a Sales Associate Supervisor to lead the Sales Associate staff, ensure tasks and deadlines are met, and schedule employees while coaching the team to refer and sell bank products.

The role emphasizes customer service, knowledge of bank products, compliance with BSA/OFAC, and daily oversight of branch operations, including cash handling, deposits, and audits.

Qualifications

• High School diploma or equivalent is required.
• Minimum of one year of professional working experience, preferably in a Banking environment.
• Ability to demonstrate working knowledge of core banking system if prior working experience is not in the Banking field.
• Prior supervisory experience is highly desired with demonstrated ability to lead staff members.
• Ability to effectively demonstrate a sales-oriented professional demeanor.
• Excellent communication skills; Verbal and written communications skills in Spanish or additional language a plus.
• Ability to demonstrate excellent customer service and interpersonal skills.
• Ability to interact effectively with customers in a confident, professional, mature, and courteous manner.
• Proficiency in Microsoft Office Products required.
• Ability to efficiently operate standard office equipment, including a computer, copier, fax, and calculator is required.
• Demonstrate problem solving ability, good analytical and math skills.
• Organization skills and ability to multi-task in a fast-paced environment is essential.
• Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing.
• Flexibility on work schedule as business needs arise.

Responsibilities

• Responsible for contributing to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
• Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards.
• Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
• Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards
• Maintains knowledge of bank products to be able to recommend appropriate products/services to customers and refer business to the other areas within the Bank as appropriate.
• General oversight of the Sales Associate level staff. This will include scheduling of work hours, training, assisting with complex tasks and responsible for communicating operational procedures and ensuring compliance in Bank policies and procedures.
• Maintain vault cash, buys and sells currency from sales associates to maintain established cash drawer limits.
• Accepts deposits, verifies cash deposits, endorsements and complies with Regulation CC requirements and bank deposit policies.
• Processes night depository, ATM, and mail deposits, if applicable.
• 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.
• Order and ship currency within compliance of branch cash limits.
• Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits.
• Maintains all security and inventory logs for the branch, ensures completion of monetary logs and CTRs.
• As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.

Skills

Communication

Sales orientation

Customer service

Interpersonal skills

Microsoft Office

Multi-tasking

Problem solving

Analytical skills

Organization

Education

High School diploma

Tools

Core banking system

Job description

United Bank in Vienna, WV is seeking a Sales Associate Supervisor to lead the Sales Associate staff, ensure tasks and deadlines are met, and schedule employees while coaching the team to refer and sell bank products.

The role emphasizes customer service, knowledge of bank products, compliance with BSA/OFAC, and daily oversight of branch operations, including cash handling, deposits, and audits.