Sales Associate

United Bank•Wheeling, WV

About The Position

The Sales Associate performs daily branch and customer service duties, processes customer transactions efficiently and accurately, promotes the Bank through quality service, responds to routine inquiries, and refers customers to relevant products and services. The role involves working collaboratively and contributing to team goals. Associates may open or close the branch and may work outside their normally scheduled hours as business needs arise.

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 equipment, reach over a teller counter or desk, lift and carry up to 20 pounds, communicate with staff at all organizational levels, and observe, perceive, identify, and translate data.

Nice To Haves

Previous customer service contact experience is highly desired.
Experience handling money is preferred.
Verbal and written communication skills in Spanish or another additional language are a plus.
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 an assigned cash drawer.
Balance assigned cash daily and follow security procedures, maintaining sole control of the cash drawer within assigned cash limits.
Follow the cash differences and controllable losses policy.
Identify customers and obtain or verify appropriate identification, endorsements, and payees; process cash, checks, withdrawals, and transfers; and obtain supervisor authorization when required by bank-established cash limits, including checking available funds 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, and follow KYC, OFAC, and Information Security policies and procedures.
Monitor individual performance and follow action plans to contribute consistently toward monthly branch and/or individual scorecard goals.
Deliver excellent customer service in accordance with sales and service standards and maintain positive relationships with internal and external customers.
Stay current and knowledgeable about the Bank’s products and services and communicate them to customers.
Open and/or close the branch as business needs arise and work outside normal scheduled hours when required.