Customer Service Representative

Job Overview

The Sales Associate at United Bank is a vital role in delivering exceptional customer service and driving sales growth. As a key member of the team, you will be responsible for providing efficient and accurate transaction processing, promoting business through quality customer service, and handling routine customer inquiries.

Main Responsibilities

• Operate with accuracy and efficiency with core banking systems and process transactions with a sales associate cash drawer.
• Balance assigned cash daily and maintain 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, obtain and/or verify endorsements/payees, cash and checks/withdrawals/transfers, and obtain supervisor approval for authorization at bank-established cash limits, including determination of 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, adhering to KYC, OFAC, and Information Security policies and procedures.
• Contribute to 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 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.

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.