What are the responsibilities and job description for the Sales and Service Representative position at United Bank?
Job Description
The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management.
RESPONSIBILITIES :
- Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
- Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
- Take 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 @ your service standards and protocols
- Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
- Adheres to cash differences / controllable losses policy
- Maintain dual control on all vaults / safes containing cash / negotiables, if applicable
- May serve as approval on branch transactions
- As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
- As business needs arise, ability to open and / or close the Branch and may require working hours outside normal scheduled hours
- Based on branch location within a market, will be required to promote / discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
- Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required
Qualifications
KEY COMPETENCIES :
Essential Functions :
