Sales Associate

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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: •    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.
KEY COMPETENCIES •    Customer Service •    Interpersonal Skills •    Dependability (Attendance & Punctuality) •    Task Management
Essential Functions: •    Sitting and standing for extended periods of time. •    Ability to operate a computer keyboard, mouse, and other computer components. •    Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. •    Ability to converse and exchange information with all levels of staff within organization. •    Ability to observe, perceive, identify, and translate data. Company Profile Please click here 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 .
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.
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Location:
Bellaire

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