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Sales AssociateUnited Bankshares • Winchester, Virginia, United States
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Sales Associate

United Bankshares
  • US
    Winchester, Virginia, United States
  • US
    Winchester, Virginia, United States
Jetzt Bewerben

Über

Sales Associate

The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals.

Responsibilities:

  • Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
  • Balance assigned cash daily and maintains 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.
  • Responsible for keeping current and being 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.

Skills/Qualifications:

  • High school diploma or equivalent.
  • Successful completion of the Bank's in-house Sales Associate Training Program.
  • Previous customer service contact experience is highly desired.
  • Ability to demonstrate a sales-oriented professional demeanor.
  • Excellent communication skills required; verbal and written communications skills in Spanish or additional language a plus.
  • Experience in handling money preferred.
  • Proficiency in Microsoft Office Products (Word, Excel) required.
  • Understanding and working knowledge of appropriate core banking system is a plus.
  • Detailed oriented.
  • Professionalism and confidentiality are essential.
  • Flexibility on work schedule as business needs arise.

Key Competencies:

  • Customer Service
  • Interpersonal Skills
  • Dependability (Attendance & Punctuality)
  • Task Management

Essential Functions:

  • Sitting and standing for extended periods of time.
  • Ability to operate a computer keyboard, mouse, and other computer components.
  • Ability to reach over teller counter or desk area 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 organization.
  • Ability to observe, perceive, identify, and translate data.

Company Profile

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

  • Winchester, Virginia, United States

Sprachkenntnisse

  • English
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