Sales Associate

United Bank • Harrisonburg, VA

2d

About The Position

The Sales Associate performs daily branch and customer service duties, processes customer transactions efficiently and accurately, promotes business through quality service, handles routine inquiries, and refers customers to relevant products and services. The role requires a desire to interact in a team environment and contribute to team goals.

The Sales Associate operates core banking systems and a cash drawer, balances assigned cash, follows cash-handling and security procedures, and complies with Bank Secrecy Act requirements and company policies. The position supports branch and individual scorecard goals, maintains knowledge of the Bank’s products and services, and builds positive relationships with internal and external customers. Depending on business needs, the associate may open or close the branch and work outside normal 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 verbal and written 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, operate computer components, reach over a teller counter or desk to receive customer documents, lift and carry up to 20 pounds, exchange information with staff at all levels, and 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 limits, and sole-control requirements for the assigned cash drawer.
• Adhere to the cash differences and controllable losses policy.
• Identify customers and obtain proper identification documentation; obtain or verify endorsements and payees; process cash, checks, withdrawals, and transfers; and obtain supervisor authorization when required by bank-established cash limits, including checking funds availability and applicable stop payments or holds.
• Comply with department and company policies, procedures, and security requirements.
• Prepare required currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including KYC, OFAC, and Information Security policies and procedures.
• Monitor individual performance and follow action plans to contribute consistently to monthly branch and/or individual scorecard goals.
• Deliver excellent customer service by following sales and service standards.
• Promote and maintain positive relationships with internal and external customers.
• Maintain current knowledge of the Bank’s products and services and communicate them to clients.
• Open and/or close the branch as business needs arise and work outside normal scheduled hours when required.

What This Job Offers

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