Sales and Service Representative

United Bank • Morgantown, WV

1d

About The Position

The Sales and Service Representative promotes and sells Bank products, represents the Bank professionally, and uses knowledge of Bank products and services to recommend suitable financial solutions. The role also refers customers to investment and loan representatives for additional services and offers a professional development path toward Retail Branch Management.

The position supports branch operations and customer service, including profiling customers, opening accounts, meeting sales goals, complying with security and regulatory requirements, and helping maintain branch staffing. Depending on branch location and business needs, the representative may discuss consumer lending products, maintain an NMLS license, open or close the branch, and work beyond normal scheduled hours.

Requirements

• High school diploma or equivalent required.
• At least one year of customer service or related work experience required.
• Must possess an NMLS license or obtain one within 90 days of employment.
• Must complete ongoing NMLS training and comply with SAFE Act requirements.
• Ability to demonstrate a sales-oriented, professional demeanor.
• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational skills and ability to manage multiple priorities.
• Proficiency with Microsoft Office products.
• Ability to represent the Bank professionally at all times.
• Flexibility in work schedule as business needs arise.
• Ability to sit and stand for extended periods.
• Sufficient hand and finger dexterity to operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff.
• Ability to observe, perceive, identify, and translate data.
• Ability to travel by airplane, automobile, bus, and/or train.

Nice To Haves

• Bachelor’s degree preferred.
• Spanish or another additional language is a plus.
• Previous banking experience is a plus, including understanding and working knowledge of appropriate core banking applications.

Responsibilities

• Stay current on Bank products and services to provide effective financial solutions to customers.
• Profile customers, open accounts, and cross-sell appropriate Bank products and services.
• Consistently meet monthly branch and/or individual scorecard goals by monitoring performance and following action plans.
• Deliver excellent customer service in accordance with sales and service standards and protocols.
• Comply with Bank security and operating policies, procedures, and applicable regulations, including KYC, OFAC, CIP, and customer privacy requirements.
• Follow the cash differences and controllable losses policy.
• Maintain dual control on vaults and safes containing cash or negotiable items, if applicable.
• May approve branch transactions.
• Perform duties in any branch capacity as business needs require to ensure daily staffing.
• Open and/or close the branch as business needs require, potentially working outside normal scheduled hours.
• Promote and discuss consumer lending products with customers, where required by branch location, in compliance with SAFE Act guidelines and United procedures.
• Maintain an active NMLS license where required by branch location, including required training and annual renewal.
• Travel to other branch locations as business needs require to ensure proper staffing.
• Refer customers to investment and loan representatives for additional Bank services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED