Sales and Service Representative

United Bank•Fairfax, VA

8d•Onsite

About The Position

The Sales and Service Representative promotes and sells Bank products, represents the Bank professionally, maintains strong knowledge of Bank products and services, recommends appropriate financial solutions, and refers customers to investment and loan representatives for additional services. The role offers a professional development path into Retail Branch Management. The representative serves customers and supports branch operations by profiling customers, opening accounts, cross-selling products, meeting scorecard goals, and delivering excellent customer service. Depending on business needs and branch location, the role may include performing varied branch duties, opening or closing the branch outside normal scheduled hours, discussing consumer lending products in compliance with SAFE Act guidelines and Bank procedures, and maintaining an active NMLS license. The position requires travel to other branch locations when needed to ensure appropriate daily staffing. Essential functions include extended periods of sitting and standing, using computer equipment, communicating and processing information, and traveling by various modes of transportation.

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.
Ability to 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.
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.
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.
Previous banking experience.
Understanding and working knowledge of appropriate core banking applications.

Responsibilities

Keep up-to-date on Bank products and services to provide effective financial solutions to customers.
Profile customers, open accounts, and cross-sell appropriate Bank products and services.
Meet monthly branch and/or individual scorecard goals consistently 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, procedures, compliance regulations, KYC, OFAC, CIP, and customer privacy requirements.
Adhere to the cash differences and controllable losses policy.
Maintain dual control on vaults and safes containing cash or negotiable items, if applicable.
Serve as an approver on branch transactions when needed.
Perform duties in any branch capacity as business needs arise to support daily staffing.
Open and/or close the branch as needed, potentially outside normal scheduled hours.
Promote and discuss consumer lending products when required by branch location, in compliance with SAFE Act guidelines and Bank procedures.
Maintain an active NMLS license when required, including completing training and annual renewal requirements.
Travel to other branch locations as business needs require.
Complete ongoing NMLS training and ensure SAFE Act compliance.
Use computer equipment and communicate, observe, perceive, identify, and translate data as required for essential functions.