Inactive
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United Bank

Community bank with local decision-making.

Sales Associate

Retail & Commercial BankingPosted on Sep 24
Part-timeWinchester, VA, USAIn-person

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • Successful completion of the Bank’s in-house Sales Associate Training Program is required.
  • Previous customer service contact experience is highly desired.
  • Experience handling money is preferred.
  • Proficiency in Microsoft Office products, including Word and Excel, is required.
  • A working knowledge of an appropriate core banking system is a plus.
  • Verbal and written communication skills in Spanish or an additional language are a plus.
  • Flexibility to work outside the normal schedule as business needs arise is required.
  • The role requires the ability to sit and stand for extended periods, operate computer components, reach over a teller counter or desk to receive customer transaction documents, lift and carry up to twenty pounds, converse and exchange information with all staff levels, and observe, perceive, identify, and translate data.
  • Professionalism and confidentiality are essential.

Responsibilities

  • Perform daily branch and customer service duties, process transactions efficiently and accurately, handle routine customer inquiries, promote the business through quality service, and refer customers to products and services.
  • Operate core banking systems accurately and efficiently and process transactions using a sales associate cash drawer.
  • Balance the assigned cash daily and adhere to security procedures, maintaining sole control of the cash drawer and assigned cash limits.
  • Follow the cash differences and controllable losses policy.
  • Identify customers by obtaining and documenting proper identification; obtain or verify endorsements and payees; process cash, checks, withdrawals, and transfers; and obtain supervisor authorization at bank-established cash limits, including determining sufficient funds and checking for stop payments and holds.
  • Comply with department and company policies, procedures, and security requirements.
  • Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including following Know Your Customer, Office of Foreign Assets Control, and information security policies and procedures.
  • Contribute to monthly branch and/or individual scorecard goals by monitoring performance and following action plans.
  • Deliver customer service in accordance with the Bank’s sales and service standards.
  • Promote and maintain positive relationships with internal and external customers.
  • Stay current and knowledgeable about the Bank’s products and services and communicate them to clients.
  • Open and/or close the branch as business needs arise, potentially outside normal scheduled hours.

Desired Qualifications

  • Previous customer service contact experience is highly desired.
  • Experience handling money is preferred.
  • A working knowledge of an appropriate core banking system is a plus.
  • Verbal and written communication skills in Spanish or an additional language are a plus.

About the Company

United Bank

Community bank with local decision-making.

United Bank is a community bank serving markets in the Mid-Atlantic and Southeast with more than 220 locations and 2,500 employees. It combines local decision-making and personalized service with the resources, products, and technology of a larger bank. The bank builds long-term personal relationships, offering customized financial solutions to help customers grow and thrive while maintaining safe, sound, and secure practices. Its goal is to be a reliable banking partner for customers, team members, shareholders, and communities for decades, backed by strong earnings and solid asset quality as a stable, FDIC-insured institution and Equal Housing Lender.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Vienna, VA
Founded
1839

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