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United Bank

Community bank with local decision-making.

Sales Associate

Retail & Commercial BankingUpdated on Nov 14
Full-timeHarrisonburg, 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.
  • Excellent written and verbal communication skills are required.
  • Proficiency in Microsoft Office products, including Word and Excel, is required.
  • The role requires flexibility to work outside normal scheduled hours as business needs arise.
  • The role requires the ability to sit and stand for extended periods, operate a computer keyboard, mouse, and other components, reach over a teller counter or desk to receive transaction documents, lift and carry up to twenty pounds, converse and exchange information with all levels of staff, and observe, perceive, identify, and translate data.
  • The role requires professionalism, confidentiality, attention to detail, and a sales-oriented professional demeanor.

Responsibilities

  • Perform daily branch and customer service duties, process customer transactions accurately and efficiently, promote business through quality customer service, handle routine customer inquiries, and refer customers to relevant products and services.
  • Operate core banking systems and process transactions using a sales associate cash drawer.
  • Balance assigned cash daily and follow 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 proper identification documentation; obtain or verify endorsements and payees; process cash, checks, withdrawals, and transfers; and obtain supervisor authorization at established cash limits, including checking fund availability and accounting 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 personal performance and following action plans.
  • Deliver customer service in accordance with the Bank's sales and service standards and maintain positive relationships with internal and external customers.
  • Stay current and knowledgeable about the Bank's products and services to communicate them to clients.
  • Open and/or close the branch as business needs arise.

Desired Qualifications

  • Previous customer service contact experience is highly desired.
  • Experience handling money is preferred.
  • Spanish or another additional language is a plus.
  • Understanding and working knowledge of an appropriate core banking system is 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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