Sales Associate

United Bank; McLean (VA); On-site; USD 35,000 - 52,000; Full time

Job summary

United Bank in McLean, VA is seeking a Sales Associate to support daily branch operations and customer service. You will process transactions accurately, promote bank products, and assist customers with inquiries while contributing to team goals.

The successful candidate will have a high school diploma or equivalent, completed sales training, and strong communication skills; Spanish language ability is a plus. Flexibility in schedule and adherence to security procedures are essential.

Qualifications

• High school diploma or equivalent required.
• Successful completion of the Bank's in-house Sales Associate Training Program.
• Previous customer service experience is highly desired.
• Sales-oriented professional demeanor required.
• Excellent communication skills; Spanish or additional languages a plus.

Responsibilities

• Operate with accuracy and efficiency using core banking systems and cashier drawer.
• Balance cash daily and comply with security procedures and cash limits.
• Identify customers and verify identifications for transactions.
• Communicate bank products and services to clients and promote referrals.
• Maintain knowledge of bank policies, procedures and security standards.

Skills

Customer service

Communication skills

Cash handling

Sales oriented

Microsoft Office

Bilingual

Confidentiality

Flexibility

Education

High school diploma or equivalent

Sales Associate Training Program

Tools

Microsoft Office (Word, Excel)

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 Associate

Date: Jul 31, 2026

Location: McLean, VA, US, 22101

Company: United Bank

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.

Qualifications

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.

PI286190725