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Customer Service Sales Representative

2 months ago

Greenville, North Carolina, United States United Bank Inc Full time

Position Title: Sales Associate

Location: Greenville, NC, US, 27858

Job Overview:

The Sales Associate plays a crucial role in executing daily branch operations and delivering exceptional customer service. This position involves efficiently processing transactions, enhancing customer relationships, and actively promoting banking products and services. The ideal candidate will thrive in a collaborative environment and be dedicated to achieving team objectives.

Key Responsibilities:

  • Accurately manage core banking systems and sales associate duties, including:
    • Processing deposits, verifying cash transactions, and adhering to regulatory requirements.
    • Handling loan payments and processing U.S. Savings Bonds redemptions.
    • Managing night depository, ATM, and mail deposits as necessary.
    • Providing additional services such as issuing official bank checks and credit card cash advances.
  • Maintain strict cash control, balancing assigned cash daily and following security protocols.
  • Ensure compliance with identification verification and transaction authorization procedures.
  • Prepare mandatory reports in accordance with regulatory standards, including KYC and OFAC policies.
  • Contribute to achieving branch performance goals by monitoring personal performance and implementing action plans.
  • Deliver outstanding customer service by adhering to established sales and service standards.
  • Participate in branch opening and closing procedures as required.
  • Foster positive relationships with both internal and external customers.
  • Stay informed about the bank's products and services to effectively communicate with clients.
  • Be flexible with work hours to meet business needs.

Qualifications:

  • High school diploma or equivalent.
  • Completion of the bank's Sales Associate Training Program.
  • Prior experience in customer service is preferred.
  • Demonstrated sales-oriented professional demeanor.
  • Strong communication skills.
  • Experience handling cash is advantageous.
  • Proficiency in Microsoft Office Suite (Word, Excel) is required.
  • Detail-oriented with strong interpersonal skills.
  • Ability to maintain professionalism and confidentiality.
  • Willingness to travel to other branch locations as needed.

Essential Competencies:

  • Customer Service Excellence
  • Interpersonal Skills
  • Dependability and Punctuality
  • Effective Task Management

Physical Requirements:

  • Ability to sit and stand for extended periods.
  • Dexterity to operate a computer and related equipment.
  • Capability to communicate effectively with staff at all levels.
  • Ability to travel as necessary.

Company Overview:

At United Bank Inc, we have been dedicated to building strong relationships since 1839. Our commitment to exceptional service sets us apart in the banking industry. With numerous full-service banking offices and loan origination locations, we prioritize customer service and community engagement. Our history of secure banking practices ensures that our employees, customers, and communities can rely on us as their trusted banking partner.