Sales Associate

United Bank • Lumberton, NC

4d

About The Position

The Sales Associate performs daily branch and customer service duties, processes customer transactions accurately and efficiently, promotes business through quality service, responds to routine customer 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 uses core banking systems and a cash drawer, balances assigned cash, follows security and cash-control procedures, verifies customer identification and transaction details, and obtains supervisor authorization when required. The position also includes preparing required currency transaction reports and monetary instrument logs in compliance with applicable Bank Secrecy Act requirements and related policies. The associate helps meet branch or individual scorecard goals, maintains positive customer relationships, and stays informed about the Bank’s products and services. Business needs may require opening or closing the branch or working outside 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.
• Ability to operate a computer keyboard, mouse, and other computer components.
• Ability to reach over a teller counter or desk 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.
• Verbal and written communication skills in Spanish or an additional language.
• Experience handling money.
• Understanding and working knowledge of an appropriate core banking system.

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.
• Follow the cash differences and controllable losses policy.
• Verify customer identification and supporting documentation, endorsements and payees, and cash, check, withdrawal, and transfer transactions; obtain supervisor approval when required by bank-established cash limits and verify funds availability, 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, 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 by adhering to 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 and work outside normal scheduled hours when required.

What This Job Offers

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