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United Bank · 1 day ago

Sales Associate

Logan, WV

Full-time

Onsite

New Grad, Entry Level

United Bank is dedicated to providing quality customer service and is seeking a Sales Associate to perform daily branch and customer service duties. The Sales Associate will be responsible for transaction processing, customer inquiries, and promoting bank products and services while contributing to team goals.

BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management

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

Qualification

Customer ServiceSales-oriented demeanorMicrosoft OfficeCore banking systemsBilingual communicationDependabilityTask ManagementProfessionalismInterpersonal SkillsAttention to detail