Sales Associate

United Bank; Arlington (TX); Vor Ort; USD 32.000 - 52.000; Vollzeit

Zusammenfassung

United Bank in Arlington, TX is seeking a Sales Associate to perform daily branch and customer service duties, handling transactions and promoting bank products. The role requires strong communication, attention to detail, and a customer-first mindset.

Flexible schedule and teamwork are valued; bilingual ability is a plus, with training provided to ensure compliance and excellent service. This position supports branch goals and contributes to community banking efforts.

Qualifikationen

• High school diploma or equivalent required.
• Previous customer service experience is highly desired.
• Proficiency with Microsoft Office applications (Word, Excel) and basic banking systems is a plus.

Aufgaben

• Operate branch and customer service duties with accuracy and efficiency.
• Balance cash drawer daily and adhere to security procedures.
• Process transactions and verify endorsements/payees according to policies.
• Identify customers and promote bank products and services to meet referrals.
• Maintain compliance with Bank Secrecy Act, KYC, OFAC policies and internal controls.
• Meet monthly branch or individual scorecard goals through proactive service and sales.
• Deliver excellent customer service and build positive relationships with customers.
• Open and/or close the branch as needed and handle after-hours requests when required.

Kenntnisse

Customer Service

Interpersonal Skills

Sales Orientation

Spanish language bonus

Ausbildung

High school diploma or equivalent

Tools

Microsoft Office

Jobbeschreibung

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:

• 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.

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

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

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.