Sales Associate

United Bank; Arlington (VA); On-site; USD 39,000 - 62,000; Full time

Job summary

United Bank in Arlington, VA is seeking a Sales Associate to perform daily branch duties and provide efficient transaction processing while promoting business through quality service. The role requires handling money, meeting branch goals, and communicating product offerings to clients.

responsibilities include operating banking systems, cash handling, compliance with policies, and delivering excellent customer service with a team-oriented mindset. Training and growth opportunities are offered.

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.
• Experience in handling money preferred.

Responsibilities

• Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
• Balance assigned cash daily and maintain strict adherence to security procedures and cash limits.
• Adhere to cash differences/controllable losses policy.
• Identify customers, obtain proper documentation, verify endorsements/payees, cash and checks, and obtain supervisor approval for authorization.
• Comply with all department and company policies, procedures, and security.
• Prepare mandatory currency transaction reports and monetary instrument logs per Bank Secrecy Act regulations.
• Contribute to branch and scorecard goals by monitoring performance and following action plans.
• Deliver excellent customer service and uphold sales and service standards.
• Promote and maintain positive relationships with internal/external customers.
• Communicate the Bank’s products and services to clients; assist with branch opening/closing as needed.

Skills

Customer service

Sales-oriented demeanor

Excellent communication

Spanish language skills

Money handling

Microsoft Office

Core banking systems knowledge

Education

High school diploma

Sales Associate Training Program

Tools

Word

Excel

Banking software

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.

Job Description: 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:

• 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.
• 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.
• 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/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.
• Experience in handling money preferred.

Proficiency in Microsoft Office Products (Word, Excel) required.

Understanding and working knowledge of appropriate core banking system is a plus.

Detailed oriented.

Professionalism and confidentiality are essential.

Flexibility on work schedule as business needs arise.

• 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.
• Experience in handling money preferred.
• Proficiency in Microsoft Office Products (Word, Excel) required.
• Understanding and working knowledge of appropriate core banking system is a plus.
• Detailed oriented.
• Professionalism and confidentiality are essential.
• Flexibility on work schedule as business needs arise.

KEY COMPETENCIES:

• Customer Service
• Interpersonal Skills
• Dependability (Attendance & Punctuality)
• Task Management

Essential Functions:

• Sitting and standing for extended periods of time.
• Ability to operate a computer keyboard, mouse, and other computer components.
• Ability to reach over teller counter or desk area to receive customer transaction documents.

Ability to lift and carry up to twenty pounds.

• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data.

Company Profile: In Clarendon, VA the expected base pay, and salary range for this role is $38,769 to $62,031. Placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; 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, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.