Sales Associate Supervisor

United Bank•Gastonia, NC

About The Position

The Sales Associate Supervisor oversees Sales Associate staff, ensuring tasks and assignments are completed within their areas of responsibility and by assigned deadlines. The role schedules Sales Associates and refers and sells Bank products and services while coaching staff to do the same. It also supports branch goals, customer service, banking operations, cash management, regulatory compliance, reporting, and branch security and inventory processes. As business needs arise, the position may open or close the branch and may require hours outside the normal schedule.

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 if prior work experience is outside the banking field.
Ability to demonstrate a sales-oriented professional demeanor.
Excellent communication skills; verbal and written Spanish or another additional language is a plus.
Excellent customer service and interpersonal skills.
Ability to interact with customers confidently, professionally, maturely, and courteously.
Proficiency in Microsoft Office products.
Ability to operate standard office equipment, including a computer, copier, fax, and calculator.
Problem-solving ability and good analytical and math skills.
Organizational skills and ability to multitask in a fast-paced environment.
Ability to travel to other branch locations as business needs require.
Flexibility in work schedule as business needs arise.

Nice To Haves

Prior supervisory experience and demonstrated ability to lead staff members.
Verbal and written communication skills in Spanish or an additional language.

Responsibilities

Contribute consistently to monthly branch and/or individual scorecard goals by monitoring personal performance and following action plans.
Work with the Branch Manager to prepare and review monthly Sales Associate scorecards.
Operate core banking systems accurately and efficiently and process transactions using a Sales Associate cash drawer.
Deliver excellent customer service in accordance with Bank sales and service standards.
Maintain knowledge of Bank products to recommend appropriate products and services and refer customers to other Bank areas as appropriate.
Provide general oversight of Sales Associate staff, including scheduling, training, assistance 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 currency transaction reports are completed.
Open and/or close the branch as business needs arise, potentially outside normal scheduled hours.
Travel to other branch locations as business needs require to ensure appropriate daily staffing.