United Bank→
Sales Associate at United Bank in Arlington, VA
Skills
Job Description
Summary: United Bank is a financial institution serving customers through its banking branches and services. The Sales Associate performs daily branch operations, processes customer transactions accurately, handles cash, supports compliance procedures, promotes bank products, and delivers excellent customer service while contributing to branch and individual 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
Required Qualifications:
- 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
- Proficiency in Microsoft Office Products (Word, Excel) required
- Detailed oriented
- Professionalism and confidentiality are essential
- Flexibility on work schedule as business needs arise
- 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
Preferred Qualifications:
- Previous customer service contact experience is highly desired
- Verbal and written communications skills in Spanish or additional language a plus
- Experience in handling money preferred
- Understanding and working knowledge of appropriate core banking system is a plus
Required Skills: Cash Handling, Microsoft Word, Microsoft Excel, Core Banking Systems, Spanish
Benefits: Base salary may be subject to an annual merit increase based upon performance., Depending on the position, may be eligible for cash bonuses, long-term incentives, and commissions., Professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.