Banking Sales & Service Associate

United Bank; Reston (VA); Presencial; USD 32.000 - 46.000; Jornada completa

Descripción de la vacante

United Bank in Reston, VA is seeking a Sales Associate to perform daily branch and customer service duties, process transactions, and promote business through quality service. You will handle routine inquiries and contribute to team goals.

Responsibilities include accurate cash handling, balancing, policy adherence, and compliance with BSA/KYC. You will support branch goals and maintain strong customer relationships as a valued team member.

Formación

• High school diploma or equivalent.
• Successful completion of in-house Sales Associate Training Program.
• Previous customer service contact experience is highly desired.
• Excellent communication skills; Spanish or additional language a plus.
• Experience in handling money preferred.
• Proficiency in Microsoft Office Products (Word, Excel) required.
• Understanding/core banking system knowledge is a plus.

Responsabilidades

• Operate with accuracy and efficiency with core banking systems and processing transactions.
• Balance assigned cash daily and maintain adherence to security procedures.
• Adhere to cash differences/controllable losses policy.
• Identify customers and verify documentation for endorsements/payees, cash, checks, and transfers; obtain supervisor approval as needed.
• Comply with department policies, procedures, and security.
• Prepare currency transaction reports and monetary instrument logs in line with Bank Secrecy Act, KYC, OFAC policies.
• Contribute to meeting monthly branch/individual scorecard goals.
• Ensure delivery of excellent customer service and maintain positive relationships with customers.

Conocimientos

Customer service

Sales mindset

Communication skills

Spanish language

Attention to detail

Educación

High school diploma or equivalent

Herramientas

Microsoft Office

Descripción del empleo

United Bank in Reston, VA is seeking a Sales Associate to perform daily branch and customer service duties, process transactions, and promote business through quality service. You will handle routine inquiries and contribute to team goals.

Responsibilities include accurate cash handling, balancing, policy adherence, and compliance with BSA/KYC. You will support branch goals and maintain strong customer relationships as a valued team member.