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
* High School Diploma or equivalent required, bachelor’s degree preferred
* Minimum one (1) year customer service or related working experience required
* Must possess an NMLS license or obtain NMLS license within 90 days of
employment
* Ability to complete ongoing NMLS training and ensure SAFE Act compliance is
required
* Excellent verbal and written communications skills in Spanish or additional
language a plus.
* Ability to demonstrate a sales oriented professional demeanor
* Excellent verbal, written, and interpersonal skills
* Very well organized and ability to deal with multiple priorities
* Proficiency in Microsoft Office products
* Previous banking experience a plus; an understanding and working knowledge of
appropriate core banking applications
* Ability to represent the Bank in a professional manner at all times
* Ability to travel as business necessity arises to other branch locations to
ensure proper staffing on a daily basis
* Flexibility on work schedule as business needs arise
KEY COMPETENCIES:
* Excellent Customer Service Skills
* Strong Communication Skills
* Task Management
* Professionalism
* Sales aptitude demeanor
Essential Functions:
* Sitting and standing for extended periods of time.
* Sufficient dexterity of hands and fingers to efficiently operate a computer
keyboard, mouse and other computer components.
* Ability to converse and exchange information with all levels of staff within
organization.
* Ability to observe, perceive, identify, and translate data
* Ability to travel via airplane, automobile, bus and/or train
COMPANY PROFILE
Please click here
[https://www.bankwithunited.com/content/dam/unitedbank/documents/united-bank/Benefit-Eligibility-Chart.pdf]
to access a list of benefits for which this position is eligible. Additional
information regarding United's Mission, Values and Culture can be found here
[https://www.bankwithunited.com/about-united.html].
At United, our strength is our people, and we are committed to nurturing a
culture that is reflective of the communities we serve; promotes respect and a
shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration
for employment without regard to race, color, religion, age, sex, national
origin, disability, status as a protected veteran, or any other characteristic
protected by law.