What are the responsibilities and job description for the Sales Associate position at United Bank?
Job Description
JOB SUMMARY :
The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals.
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.
Qualifications
SKILLS / QUALIFICATIONS :
KEY COMPETENCIES
Essential Functions :
Ability to lift and carry up to twenty pounds.
