Banking Sales Associate: Customer Service & Transactions

United Bank; Virginia (MN); On-site; USD 32,000 - 46,000; Full time

Job summary

United Bank in North Chesterfield, VA is seeking a Sales Associate to perform daily branch and customer service duties, process transactions accurately, promote products, and provide referrals to services while working within a team environment.

The role requires a high school diploma, in-house Sales Associate Training, cash handling experience, and strong communication. You will operate banking systems, support sales goals, and maintain confidentiality and security standards.

Qualifications

• High school diploma or equivalent.
• Successful completion of the Bank’s in-house Sales Associate Training Program.
• Previous customer service experience is highly desired.
• Sales-oriented demeanor required.
• Excellent communication skills; Spanish or another language is a plus.
• Experience handling money preferred.
• Proficiency in Word and Excel required.
• Knowledge of core banking systems is a plus.
• Detail-oriented and professional.
• Confidentiality is essential.
• Flexible schedule to meet business needs.

Responsibilities

• Operate with accuracy using core banking systems and process transactions.
• Balance cash daily and maintain security of the cash drawer.
• Adhere to cash differences/controllable losses policies.
• Verify customer identifications and endorsements as needed.
• Comply with all department policies and security.
• Prepare currency transaction reports and logs per regulations.
• Contribute to branch scorecard goals through performance and action plans.
• Deliver excellent customer service and promote bank products.

Skills

Customer service

Sales oriented

Cash handling

MS Office

Education

High school diploma or equivalent

Tools

Core banking system

Job description

United Bank in North Chesterfield, VA is seeking a Sales Associate to perform daily branch and customer service duties, process transactions accurately, promote products, and provide referrals to services while working within a team environment.

The role requires a high school diploma, in-house Sales Associate Training, cash handling experience, and strong communication. You will operate banking systems, support sales goals, and maintain confidentiality and security standards.