Sales Associate

United Bank; Charleston (WV); On-site; USD 28,000 - 36,000; Full time

Job summary

United Bank in Charleston, WV is seeking a Sales Associate to perform daily branch duties, handle transactions, and promote bank products through quality service.

You will balance cash, verify IDs, process endorsements, and maintain security while meeting branch goals. Bilingual skills and money handling experience are valued.

Qualifications

• High school diploma or equivalent is required.
• Successful completion of in-house Sales Associate Training Program.
• Experience in customer service is highly desired.
• Demonstrate a sales-oriented professional demeanor.
• Excellent verbal and written communication; Spanish a plus.
• Experience handling money is preferred.
• Proficiency with Microsoft Office (Word, Excel).
• Knowledge of core banking systems is a plus.
• Detail oriented and confidentiality essential.
• Flexible with work hours.

Responsibilities

• Operate banking systems and cash drawer with accuracy and efficiency.
• Balance cash daily and follow security procedures.
• Verify endorsements, cash, checks, and transfers with supervisor approval.
• Comply with bank policies and security standards.
• Prepare currency transaction reports and logs per BSA, KYC, OFAC.
• Help meet monthly branch goals through personal performance.
• Deliver excellent customer service and promote bank products.
• Build positive relationships with customers and communicate bank services.
• May require hours outside normal schedule to meet business needs.
• Keep up-to-date on products and services.

Skills

Customer service

Sales-oriented

Communication skills

Bilingual Spanish

Money handling

Professional demeanor

Flexibility

Confidentiality

Education

High school diploma or equivalent

Tools

Microsoft Office

Core banking system

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

• 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

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.