Sales and Service Representative

United Bank; Washington (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

United Bank is seeking a Sales & Service Representative in Washington, NC. The role focuses on promoting Bank products, delivering professional customer service, and cross-selling while upholding security and compliance standards.

Ideal candidates demonstrate strong communication, a sales mindset, and the ability to work with a diverse customer base. Growth into Retail Branch Management is highlighted as a development path.

Qualifications

• Strong customer service mentality and ability to cross-sell bank products.
• Clear verbal and written communication in English; bilingual is a plus.
• Ability to manage multiple tasks and priorities in a branch.
• Professional demeanor and integrity in handling customer information.

Responsibilities

• Stay up-to-date on Bank products and services to offer financial solutions.
• Profile customers, open accounts, and cross-sell products as appropriate.
• Aim to meet branch and personal scorecard goals through consistent performance.
• Deliver excellent customer service following Bank standards and procedures.
• Comply with KYC, OFAC, CIP and privacy policies in all interactions.
• Maintain cash handling controls and branch security procedures.
• Support branch operations and be ready to assist in other roles as needed.
• Promote consumer lending products within Safe Act guidelines.
• Keep active NMLS license by completing training and renewals as required.

Skills

Customer Service

Communication

Time Management

Professionalism

Sales Aptitude

Education

High School Diploma or equivalent

Bachelor's degree preferred

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.

Sales and Service Representative

Date: Jul 20, 2026

Location: Washington, NC, US, 27889

Company: United Bank

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