Sales Associate

United Bank • Springfield, VA

1d • $40,615 - $64,985 • Onsite

About The Position

The Sales Associate performs daily branch and customer service duties, processes customer transactions efficiently and accurately, handles routine inquiries, and promotes the Bank’s business through quality service and customer referrals. The role requires a sales-oriented, professional approach and the ability to work collaboratively toward team goals.

The associate operates core banking systems and a cash drawer, maintains cash accuracy and security, verifies customer identification and transaction details, and follows applicable bank policies and regulatory requirements. The role also involves monitoring performance against branch or individual goals, maintaining knowledge of the Bank’s products and services, and building positive relationships with customers and colleagues. Business needs may require opening or closing the branch and working 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 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 20 pounds.
• Ability to converse and exchange information with staff at all organizational levels.
• 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.
• Adhere to the cash differences and controllable losses policy.
• Identify customers and obtain or verify proper identification documentation, endorsements, payees, and transaction details.
• Process cash, checks, withdrawals, and transfers; obtain supervisor authorization where required; and verify available funds, stop payments, and 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.
• 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.
• 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.

Benefits

• May be eligible for cash bonuses, long-term incentives, and commissions, depending on the position.
• United Bank-sponsored benefit programs.
• Professional and personal development opportunities, including career advancement, job and industry training, wellness initiatives, mentoring, and leadership programs.

What This Job Offers

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