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Sales Associate

Expired Job

United Bank, Inc. Rockville , MD 20850

Posted 4 months ago

Job Description:

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 on a daily basis and have the ability and desire to interact in a team environment and be willing to contribute to the team efforts.

RESPONSIBILITIES:

  • Operate with accuracy and efficiency the appropriate core banking systems and a sales associate window as follows:

  • Accept deposits, verify cash deposits, endorsements and comply with Regulation CC requirements and bank deposit policies.

  • Accept payments for all loans/lines of credit.

  • Process the redemption of U.S. Savings Bonds.

  • Process night depository, ATM and mail deposits, if applicable.

  • Provide additional customer services including processing/issuance of official bank checks and credit card cash advances

  • 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

  • Verify signatures and account ownership as required. Exercises discretion, judgment, and initiative regarding transaction problems and inquiries

  • 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 @ your service standards .

  • May be responsible for branch opening/closing procedures

  • May escort customers to safe deposit boxes in accordance with the Bank's safe deposit box policy and security procedures

  • May assist in opening/closing of branch vaults under dual control

  • As needed, order, receive, verify, and distribute cash in accordance with bank policy

  • Promote and maintain positive relationships with all internal and external customers

  • Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow

  • 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

  • High school diploma or equivalent;
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Sales Associate

Expired Job

United Bank, Inc.