United Bank · 1 day ago
Sales and Service Representative, Sr
Rosedale, MD
Full-time
Onsite
Mid, Senior Level
1+ years expUnited Bank is committed to nurturing a culture that reflects the communities they serve. The Sales & Service Representative will promote and sell Bank products, provide financial solutions to customers, and ensure excellent customer service while adhering to compliance regulations.
BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management
Responsibilities
Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
Take 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 @ your service standards and protocols
Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
Adheres to cash differences/controllable losses policy
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
May serve as approval on branch transactions
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required
Qualification
Required
High School Diploma or equivalent required, bachelor's degree preferred
Minimum one (1) year customer service or related working experience required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Excellent verbal and written communications skills in Spanish or additional language a plus
Ability to demonstrate a sales oriented professional demeanor
Excellent verbal, written, and interpersonal skills
Very well organized and ability to deal with multiple priorities
Proficiency in Microsoft Office products
Ability to represent the Bank in a professional manner at all times
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
Flexibility on work schedule as business needs arise
Preferred
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
Company
United Bank
United Bank is a bank that offers lending services to customers.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
J
James Consagra
CEO
R
Ross Draber
Chief Operating Officer
Recent News
2026-01-07
2026-01-06
Business Recorder
2026-01-06
Company data provided by crunchbase