Banking Sales Associate: Customer Service & Transactions

United Bank; Charleston (WV); On-site; USD 32,000 - 42,000; Full time

Job summary

United Bank in Charleston, WV is seeking a Sales Associate to perform daily branch and customer service duties, ensure accurate transaction processing, and promote business through quality service and referrals.

The role requires interaction in a team environment, strong money-handling capability, and flexibility in schedule. Bilingual ability (Spanish) is a plus, with opportunities to grow within the bank.

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; Spanish or additional language a plus.
• Experience in handling money preferred.
• Proficiency in Microsoft Office (Word, Excel) required.
• Understanding of core banking systems is a plus.

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, obtain proper documentation, verify endorsements/payees, cash and checks, and obtain supervisor approval for funds within limits.
• Comply with all department and company policies, procedures, and security.
• Prepare currency transaction reports and logs in compliance with Bank Secrecy Act regulations, including KYC and OFAC.
• Contribute to achieving monthly branch and individual scorecard goals through self-monitoring and action plans.
• Ensure delivery of excellent customer service and adhere to sales and service standards.
• Promote and maintain positive relationships with internal and external customers.
• Communicate the Bank’s products and services effectively to clients.
• As needed, open/close the branch and possibly work outside normal hours.

Skills

Excellent communication

Spanish language a plus

Sales oriented demeanor

Customer service experience

Money handling

MS Office (Word/Excel)

Flexibility in schedule

Education

High school diploma or equivalent

Sales Associate Training Program

Tools

MS Office

Job description

United Bank in Charleston, WV is seeking a Sales Associate to perform daily branch and customer service duties, ensure accurate transaction processing, and promote business through quality service and referrals.

The role requires interaction in a team environment, strong money-handling capability, and flexibility in schedule. Bilingual ability (Spanish) is a plus, with opportunities to grow within the bank.