Banking Sales & Service Specialist

United Bank; Arlington (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

United Bank in Arlington, TX is seeking a Sales Associate to perform daily branch and customer service duties, handling transactions and promoting bank products. The role requires strong communication, attention to detail, and a customer-first mindset.

Flexible schedule and teamwork are valued; bilingual ability is a plus, with training provided to ensure compliance and excellent service. This position supports branch goals and contributes to community banking efforts.

Qualifications

• High school diploma or equivalent required.
• Previous customer service experience is highly desired.
• Proficiency with Microsoft Office applications (Word, Excel) and basic banking systems is a plus.

Responsibilities

• Operate branch and customer service duties with accuracy and efficiency.
• Balance cash drawer daily and adhere to security procedures.
• Process transactions and verify endorsements/payees according to policies.
• Identify customers and promote bank products and services to meet referrals.
• Maintain compliance with Bank Secrecy Act, KYC, OFAC policies and internal controls.
• Meet monthly branch or individual scorecard goals through proactive service and sales.
• Deliver excellent customer service and build positive relationships with customers.
• Open and/or close the branch as needed and handle after-hours requests when required.

Skills

Customer Service

Interpersonal Skills

Sales Orientation

Spanish language bonus

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

United Bank in Arlington, TX is seeking a Sales Associate to perform daily branch and customer service duties, handling transactions and promoting bank products. The role requires strong communication, attention to detail, and a customer-first mindset.

Flexible schedule and teamwork are valued; bilingual ability is a plus, with training provided to ensure compliance and excellent service. This position supports branch goals and contributes to community banking efforts.