Temporary Sales Associate

United Bank•Annapolis, MD

7d•Onsite

About The Position

The Sales Associate is responsible for performing daily branch and customer service duties. This role involves providing customers with efficient and accurate transaction processing, promoting business through quality customer service, and handling routine customer inquiries. The Sales Associate will also provide customer referrals for products and services and must be able to interact effectively in a team environment, contributing to team goals.

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 required; Verbal and written communications skills in Spanish or additional language a plus.
Proficiency in Microsoft Office Products (Word, Excel) required.
Detailed oriented.
Professionalism and confidentiality are essential.
Flexibility on work schedule as business needs arise.

Nice To Haves

Previous customer service contact experience is highly desired.
Experience in handling money preferred.
Understanding and working knowledge of appropriate core banking system is a plus.

Responsibilities

Operate with accuracy and efficiency with core banking systems and processing transactions with a sales associate cash drawer.
Balance assigned cash daily and maintain strict adherence to security procedures and sole control of cash drawer and assigned cash limits.
Adhere to cash differences/controllable losses policy.
Identify customers by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds.
Comply with all department and company policies, procedures, and overall security.
Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures.
Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.
Promote and maintain positive relationships with all internal and external customers.
Keep current and be knowledgeable in order to communicate the Bank’s products and services to clients.
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.