United Bank ยท 2 hours ago
Sales Associate Supervisor
United Bank is committed to nurturing a culture that reflects the communities it serves. The Sales Associate Supervisor is responsible for supervising the Sales Associate staff, ensuring tasks are completed on time, and coaching staff to effectively sell Bank products and services.
BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management
Responsibilities
Responsible for contributing to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards
Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards
Maintains knowledge of bank products to be able to recommend appropriate products/services to customers and refer business to the other areas within the Bank as appropriate
General oversight of the Sales Associate level staff. This will include scheduling of work hours, training, assisting with complex tasks and responsible for communicating operational procedures and ensuring compliance in Bank policies and procedures
Maintain vault cash, buys and sells currency from sales associates to maintain established cash drawer limits
Accepts deposits, verifies cash deposits, endorsements and complies with Regulation CC requirements and bank deposit policies
Processes night depository, ATM, and mail deposits, if applicable
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
Order and ship currency within compliance of branch cash limits
Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits
Maintains all security and inventory logs for the branch, ensures completion of monetary logs and CTRs
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Qualification
Required
High School diploma or equivalent is required
Minimum of one (1) years of professional working experience, preferably in a Banking environment
Ability to demonstrate working knowledge of core banking system if prior working experience is not in the Banking field
Ability to effectively demonstrate a sales-oriented professional demeanor
Excellent communication skills
Ability to demonstrate excellent customer service and interpersonal skills
Ability to interact effectively with customers in a confident, professional, mature, and courteous manner
Proficiency in Microsoft Office Products required
Ability to efficiently operate standard office equipment, including a computer, copier, fax, and calculator is required
Demonstrate problem solving ability, good analytical and math skills
Organization skills and ability to multi-task in a fast-paced environment is essential
Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing
Flexibility on work schedule as business needs arise
Preferred
Prior supervisory experience is highly desired with demonstrated ability to lead staff members
Verbal and written communications skills in Spanish or additional language a plus
Company
United Bank
United Bank is a bank that offers lending services to customers.
Funding
Current Stage
Late StageRecent News
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