Sales Associate

United Bank; Morgantown (WV); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

United Bank in Morgantown, WV is seeking a Sales Associate to support daily branch operations and deliver accurate transaction processing with a focus on customer service. You will promote banking products and handle routine inquiries, while contributing to team goals.

You should have a high school diploma and the ability to communicate effectively; bilingual skills (Spanish) are a plus. This full-time role offers growth within a customer-focused community bank.

Qualifications

• High school diploma or equivalent.
• Completion of the Bank’s in-house Sales Associate Training Program.
• Previous customer service experience preferred.
• Excellent verbal and written communication; bilingual abilities a plus.
• Proficiency with Word and Excel.

Responsabilités

• Perform daily branch and customer service duties with accurate transaction processing.
• Balance cash drawer daily and maintain security procedures.
• Assist customers with product referrals and account information.
• Adhere to bank policies and compliance requirements.
• Support team goals and deliver excellent customer service.
• Communicate effectively with colleagues and customers.

Connaissances

Customer service

Sales oriented

Communication skills

Spanish language

Formation

High school diploma

Outils

Microsoft Word

Microsoft Excel

Core banking system knowledge

Description du poste

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: Oct 20, 2026

Location: Morgantown, WV, US, 26505

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.

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.

Full-time

Equal employment opportunity, including veterans and individuals with disabilities.

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