Sales and Service Associate
About The Position
The Sales and Service Associate performs a dual role in a branch as needed, selling bank products and services to meet existing and potential customers’ needs while providing quality service. The position supports branch growth, profitability, and customer satisfaction by accurately processing transactions, providing courteous and informative service, identifying customers’ needs, and delivering tailored solutions. The role includes building trust-based client relationships, conducting sales activities and supporting marketing campaigns, educating customers about digital banking options, performing teller transactions, and assisting with operational and risk-management functions. The associate must follow bank policies and regulatory requirements, protect customer information, and help provide a best-in-class customer experience.
Requirements
- High school diploma or equivalent.
- At least one year of demonstrated successful sales experience.
- Six months of cash-handling experience, or equivalent related experience and training.
- NMLS registration and compliance with the SAFE Act.
Responsibilities
- Work with the branch manager and supervisor to attain or exceed individual goals.
- Build effective, trust-based client relationships by listening, identifying financial priorities, and recommending appropriate products and services.
- Conduct sales activities to gather information and drive business to the branch, including in-person and phone interviews and community involvement.
- Support marketing campaigns and product launches, adapting sales techniques and using marketing tools and branch technology.
- Educate clients about self-service capabilities and encourage use of digital banking channels and options.
- Perform basic inquiries related to account opening to ensure customers understand account features.
- Stay informed about changes in the banking environment, competition, and customers’ business environments.
- Follow bank policies and regulations to support successful branch assessments and audits.
- Execute teller transactions in accordance with bank policies, procedures, and legal and regulatory requirements.
- Assist with processing night depository bags and currency and ATM settlements as required.
- Perform sales and service activities in keeping with the bank’s values of professionalism, accountability, customer centricity, and security.
- Promote ongoing customer feedback and continuous improvement.
- Respond to customers requesting account updates or closure, determine reasons for dissatisfaction, offer possible alternatives, and process account maintenance compliantly.
- Support compliance functions, including reconciliations, audits, reporting, controls, records management, approvals, and opening and closing procedures, while adhering to security procedures.
- Collect, analyze, and secure documentation required to open accounts, and notify a supervisor about suspicious or questionable documents.
- Promote the branch’s community involvement and report CRA-related activities to the appropriate unit.
- Identify possible fraudulent or forged documentation or activity and report it to supervisors.
- Maintain the confidentiality of customer information and follow bank policies and procedures.
Benefits
- Comprehensive health plan.
- Flexible time off options.
- Savings and investment plans.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
