Sales and Service Representative

United Bank; Parkersburg (WV); On-site; USD 32,000 - 42,000; Full time

Job summary

United Bank in Parkersburg, WV is seeking a Sales & Service Representative to promote and sell bank products while upholding professional standards. The role involves profiling customers, opening accounts, and cross-selling services to meet monthly goals.

The ideal candidate has a minimum of one year in customer service, with NMLS licensing or the ability to obtain it within 90 days, plus strong communication skills in Spanish as a plus. Flexibility in scheduling may be required.

Qualifications

• High School Diploma or equivalent; bachelor’s degree preferred.
• Minimum one year customer service or related experience.
• Must possess an NMLS license or obtain NMLS license within 90 days of employment.
• Ongoing NMLS training and SAFE Act compliance required.
• Spanish language skills a plus.

Responsibilities

• Keep up-to-date on Bank products and services to provide financial solutions.
• Profiles customers, opens accounts, and cross-sells products.
• Meets monthly branch/individual scorecard goals.
• Delivers excellent customer service following sales and service standards.
• Complies with security, policies, and regulatory requirements (KYC, OFAC, CIP, privacy).
• Maintains dual control on cash/negotiables; may approve branch transactions.
• May work across branch locations to ensure staffing; may require after-hours work.
• Promotes consumer lending products within regulatory Safe Act guidelines.

Skills

Customer service

Verbal communication

Written communication

Interpersonal skills

Sales aptitude

Spanish language

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

United Bank

United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Location: Parkersburg, WV, US, 26101

Sales and Service Representative

Job Description

The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management.

RESPONSIBILITIES:

• Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
• Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
• Take 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 your service standards and protocols
• Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
• Adheres to cash differences/controllable losses policy
• Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
• May serve as approval on branch transactions
• As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
• As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
• Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
• Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required

Qualifications

• High School Diploma or equivalent required, bachelor’s degree preferred
• Minimum one (1) year customer service or related working experience required
• Must possess an NMLS license or obtain NMLS license within 90 days of employment
• Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
• Excellent verbal and written communications skills in Spanish or additional language a plus.
• Ability to demonstrate a sales oriented professional demeanor
• Excellent verbal, written, and interpersonal skills
• Very well organized and ability to deal with multiple priorities
• Proficiency in Microsoft Office products
• Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
• Ability to represent the Bank in a professional manner at all times
• Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
• Flexibility on work schedule as business needs arise

KEY COMPETENCIES:

• Excellent Customer Service Skills
• Strong Communication Skills
• Task Management
• Professionalism
• Sales aptitude demeanor

Essential Functions:

• Sitting and standing for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via airplane, automobile, bus and/or train

Full-time

Equal employment opportunity, including veterans and individuals with disabilities.

PI288240669