Sales Associate

United Bank; Ansted (WV); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a motivated Sales Associate to join their team. In this dynamic role, you will be responsible for providing exceptional customer service and supporting daily branch operations. Your ability to engage with customers, promote products, and ensure accurate transaction processing will be key to your success. This position offers a chance to thrive in a collaborative environment where your contributions will directly impact customer satisfaction and branch performance. If you're passionate about helping others and eager to grow in the banking sector, this opportunity is perfect for you.

Qualifications

• High school diploma or equivalent required, with customer service experience preferred.
• Excellent communication skills, verbal and written, are essential.

Responsibilities

• Perform daily branch and customer service duties with accuracy.
• Promote business by providing quality customer service and handling inquiries.

Skills

Customer Service

Sales Orientation

Communication Skills

Attention to Detail

Flexibility

Education

High School Diploma or Equivalent

In-house Sales Associate Training Program

Tools

Microsoft Office Products

Core Banking Systems

Job description

JOB SUMMARY:
The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals.

RESPONSIBILITIES:

1. Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
2. Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits.
3. Adhere to cash differences/controllable losses policy.
4. 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.
5. Comply with all department and company policies, procedures, and overall security.
6. Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures.
7. 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.
8. Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.
9. Promote and maintain positive relationships with all internal and external customers.
10. Responsible for keeping current and being knowledgeable in order to communicate the Bank’s products and services to clients.
11. As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.

Qualifications

SKILLS/QUALIFICATIONS:

1. High school diploma or equivalent.
2. Successful completion of the Bank’s in-house Sales Associate Training Program.
3. Previous customer service contact experience is highly desired.
4. Ability to demonstrate a sales-oriented professional demeanor.
5. Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus.
6. Experience in handling money preferred.
7. Proficiency in Microsoft Office Products (Word, Excel) required.
8. Understanding and working knowledge of appropriate core banking system is a plus.
9. Detailed oriented.
10. Professionalism and confidentiality are essential.
11. Flexibility on work schedule as business needs arise.

KEY COMPETENCIES

1. Sitting and standing for extended periods of time.
2. Ability to operate a computer keyboard, mouse, and other computer components.
3. Ability to reach over teller counter or desk area to receive customer transaction documents.
4. Ability to lift and carry up to twenty pounds.
5. Ability to converse and exchange information with all levels of staff within organization.
6. Ability to observe, perceive, identify, and translate data.

Company Profile

At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.