Sales Associate Supervisor

United Bank•Parkersburg, WV

About The Position

The Sales Associate Supervisor oversees Sales Associate staff to ensure tasks and assignments in their area are completed accurately and by assigned deadlines. The role schedules Sales Associates and sells or refers customers to Bank products and services, while coaching staff to do the same. The supervisor works with the Branch Manager on monthly scorecards, supports daily branch operations and customer service, and helps ensure compliance with banking policies and applicable regulations. The position may require opening or closing the branch and working outside normal scheduled hours as business needs arise.

Requirements

  • High school diploma or equivalent.
  • At least one year of professional work experience; banking experience is preferred.
  • Working knowledge of a core banking system, or the ability to demonstrate such knowledge if prior work experience is outside banking.
  • Ability to demonstrate a sales-oriented professional demeanor.
  • Excellent verbal and written communication skills.
  • Excellent customer service and interpersonal skills.
  • Ability to interact with customers in a confident, professional, mature, and courteous manner.
  • Proficiency in Microsoft Office products.
  • Ability to operate standard office equipment, including a computer, copier, fax machine, and calculator.
  • Problem-solving ability and good analytical and math skills.
  • Organizational skills and ability to multitask in a fast-paced environment.
  • Flexibility in work schedule as business needs arise.
  • Ability to stand and sit for extended periods.
  • Ability to operate a computer keyboard, mouse, and other computer components efficiently.
  • Ability to converse and exchange information with all levels of staff within the organization.
  • Ability to observe, perceive, identify, and translate data.

Nice To Haves

  • Prior supervisory experience and demonstrated ability to lead staff members.
  • Spanish or another additional language.

Responsibilities

  • Contribute consistently to monthly branch and/or individual scorecard goals by monitoring performance and following action plans.
  • Work with the Branch Manager to prepare and review monthly Sales Associate scorecards.
  • Use core banking systems accurately and efficiently and process transactions using a Sales Associate cash drawer.
  • Ensure excellent customer service by adhering to sales and service standards.
  • Maintain knowledge of Bank products, recommend appropriate products and services to customers, and refer business to other areas of the Bank as appropriate.
  • Oversee Sales Associate staff, including scheduling work hours, providing training, assisting with complex tasks, communicating operational procedures, and ensuring compliance with Bank policies and procedures.
  • Maintain vault cash and buy and sell currency from Sales Associates to keep cash drawers within established limits.
  • Accept deposits, verify cash deposits and endorsements, and comply with Regulation CC requirements and Bank deposit policies.
  • Process night depository, ATM, and mail deposits, if applicable.
  • Prepare required currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, and follow KYC, OFAC, and Information Security policies and procedures.
  • Order and ship currency within branch cash limits.
  • Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits.
  • Maintain branch security and inventory logs and ensure monetary logs and CTRs are completed.
  • Open and/or close the branch as business needs arise, potentially working outside normal scheduled hours.
  • Travel to other branch locations when business needs require to ensure proper daily staffing.
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