Sales Associate

United Bank•Reston, VA

About The Position

The Sales Associate performs daily branch and customer service duties, processes customer transactions accurately and efficiently, responds to routine inquiries, promotes the Bank’s business, and refers customers to relevant products and services. The role requires a desire and ability to work collaboratively and contribute to team goals. The Sales Associate operates core banking systems and a cash drawer, balances assigned cash, follows security and cash-control procedures, verifies customer identification and transaction documentation, and obtains required supervisor authorization. The role also includes preparing required currency transaction reports and monetary instrument logs in accordance with Bank Secrecy Act requirements and related KYC, OFAC, and information-security policies. The position contributes to branch and individual scorecard goals, delivers service according to the Bank’s standards, maintains positive relationships with internal and external customers, and stays informed about the Bank’s products and services. Business needs may require the associate to open or close the branch and work outside normally scheduled hours.

Requirements

High school diploma or equivalent.
Successful completion of the Bank’s in-house Sales Associate Training Program.
Ability to demonstrate a sales-oriented professional demeanor.
Excellent communication skills.
Proficiency in Microsoft Office products, including Word and Excel.
Attention to detail.
Professionalism and confidentiality.
Flexibility in work schedule as business needs arise.
Ability to sit and stand for extended periods.
Ability to operate a computer keyboard, mouse, and other computer components.
Ability to reach over a teller counter or desk area to receive customer transaction documents.
Ability to lift and carry up to twenty pounds.
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

Previous customer service contact experience is highly desired.
Verbal and written communication skills in Spanish or an additional language are a plus.
Experience handling money is preferred.
Understanding and working knowledge of an appropriate core banking system is a plus.

Responsibilities

Operate core banking systems accurately and efficiently and process transactions using a sales associate cash drawer.
Balance assigned cash daily and follow security procedures, cash-drawer control requirements, and assigned cash limits.
Follow the cash differences and controllable losses policy.
Identify customers and obtain or verify appropriate identification and transaction documentation, including endorsements and payees.
Process cash, checks, withdrawals, and transfers; obtain supervisor approval when required by bank-established cash limits; and verify sufficient funds, stop payments, and holds.
Comply with department and company policies, procedures, and security requirements.
Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations and follow KYC, OFAC, and information-security policies and procedures.
Contribute consistently to 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.
Promote and maintain positive relationships with internal and external customers.
Stay current and knowledgeable about the Bank’s products and services and communicate them to clients.
Open and/or close the branch as business needs arise, potentially working outside normally scheduled hours.