Banking Sales Associate: Customer Service & Transactions

United Bank

Kill Devil Hills (NC)

On-site

USD 30,000 - 38,000

Full time

14 days+
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Job summary

United Bank is seeking a Sales Associate in Kill Devil Hills, NC to support daily branch operations and customer service. You will process transactions, promote banking products, and help meet branch goals with a team-focused approach.

The role requires a high school diploma, training completion, money handling experience, and strong communication in English (Spanish a plus). Flexible hours may apply in a busy branch environment.

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 required; 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.
  • Professionalism and confidentiality are essential.
  • Flexibility on work schedule as business needs arise.

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, 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.
  • 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 service standards.
  • Promote and maintain positive relationships with all internal and external customers.
  • 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.

Skills

Customer service
Sales-minded
Excellent communication
Bilingual Spanish/English
Money handling experience

Education

High school diploma or equivalent
Bank in-house Sales Associate Training Program

Tools

Microsoft Office (Word, Excel)
Core banking system

Job description

United Bank is seeking a Sales Associate in Kill Devil Hills, NC to support daily branch operations and customer service. You will process transactions, promote banking products, and help meet branch goals with a team-focused approach.

The role requires a high school diploma, training completion, money handling experience, and strong communication in English (Spanish a plus). Flexible hours may apply in a busy branch environment.

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