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United Bank · 2 hours ago

Sales Associate, Sr

Harrisonburg, VA

Full-time

Onsite

Senior Level

United Bank is committed to nurturing a culture that reflects the communities it serves. The Sales Associate is responsible for performing daily branch and customer service duties, providing efficient transaction processing, and promoting business through quality customer service and customer referrals.

BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management

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

Qualification

Customer ServiceSales OrientationMicrosoft OfficeCore Banking SystemsBilingual CommunicationProfessionalismTask ManagementAttention to DetailInterpersonal Skills