Banking Sales Associate - Elevate Customer Service & Growth

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

Job summary

United Bank in Charleston, SC seeks a Sales Associate to perform daily branch and customer service duties, process transactions accurately, promote banking products, and support team goals. The role requires friendly communication and the ability to handle routine inquiries.

Qualifications include a high school diploma, completion of in-house Sales Associate Training, money handling experience, and strong written/spoken English. Spanish or another language is a plus.

Qualifications

• High school diploma or equivalent.
• Successful completion of 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

Money handling

Microsoft Word

Microsoft Excel

Core banking systems

Sales attitude

Attention to detail

Professionalism

Flexibility

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Core banking systems

Job description

United Bank in Charleston, SC seeks a Sales Associate to perform daily branch and customer service duties, process transactions accurately, promote banking products, and support team goals. The role requires friendly communication and the ability to handle routine inquiries.

Qualifications include a high school diploma, completion of in-house Sales Associate Training, money handling experience, and strong written/spoken English. Spanish or another language is a plus.