Banking Sales & Service Specialist

United Bank; Shepherdstown (WV); On-site; USD 28,000 - 36,000; Full time

Job summary

United Bank is seeking a Sales Associate in Shepherdstown, WV. The role focuses on daily branch operations, accurate transaction processing, and delivering quality customer service to promote banking products. You will handle cash, assist customers, maintain security, and support team goals.

Excellent communication, a sales-oriented demeanor, and flexibility with hours are essential. Equal opportunity employer.

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.

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.
• 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 oriented

Communication skills

Money handling

Microsoft Office

Attention to detail

Professionalism

Flexibility

Education

High school diploma or equivalent

Tools

Microsoft Office (Word, Excel)

Job description

United Bank is seeking a Sales Associate in Shepherdstown, WV. The role focuses on daily branch operations, accurate transaction processing, and delivering quality customer service to promote banking products. You will handle cash, assist customers, maintain security, and support team goals.

Excellent communication, a sales-oriented demeanor, and flexibility with hours are essential. Equal opportunity employer.