Sales and Service Representative

United Bank • Parkersburg, WV

4d

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 appropriate financial solutions. The representative refers customers to investment and loan representatives for additional services. The position offers a professional development path into Retail Branch Management.

The role requires customer service and sales performance, adherence to Bank security, operating, and compliance policies, and flexibility to support branch operations as business needs arise. Depending on branch location, the representative may promote consumer lending products and maintain an active NMLS license.

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 ensure SAFE Act compliance.
• Demonstrated sales-oriented professional demeanor.
• Excellent verbal, written, and interpersonal skills.
• Strong organization and ability to manage multiple priorities.
• Proficiency in Microsoft Office products.
• Ability to represent the Bank professionally at all times.
• Ability to travel to other branch locations as business needs require.
• 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 within the organization.
• 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.
• Excellent verbal and written communication skills in Spanish or another additional language are a plus.
• Previous banking experience is a plus, including an understanding and working knowledge of appropriate core banking applications.

Responsibilities

• Stay up to date on Bank products and services to provide financial solutions to customers.
• Profile customers, open accounts, and cross-sell appropriate Bank products and services.
• Meet monthly branch and/or individual scorecard goals by monitoring performance and following action plans.
• Deliver excellent customer service by adhering to sales and service standards and protocols.
• Comply with Bank security and operating policies and procedures, as well as applicable regulations, including KYC, OFAC, CIP, and customer privacy policies.
• Adhere to the cash differences and controllable losses policy.
• Maintain dual control on vaults and safes containing cash or negotiables, if applicable.
• May approve branch transactions.
• Perform other branch duties as business needs arise to ensure adequate daily staffing.
• Open and/or close the Branch as needed, which may require working outside normal scheduled hours.
• Depending on branch location, promote and discuss consumer lending products in compliance with SAFE Act guidelines and United procedures.
• Depending on branch location, maintain an active NMLS license and complete required training and annual renewal.
• Travel to other branch locations as business needs require to ensure adequate daily staffing.

What This Job Offers

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