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.