Customer Service Representative

4 weeks ago


Morgantown, West Virginia, United States United Bank Inc Full time
Job Summary

The Sales Associate is responsible for performing daily branch and customer service duties, promoting business by providing quality customer service and handling routine customer inquiries. Key responsibilities include operating core banking systems, accepting deposits, verifying cash deposits, and complying with Regulation CC requirements and bank deposit policies.

Key Responsibilities
  • Provide excellent customer service and handle routine customer inquiries
  • Operate core banking systems with accuracy and efficiency
  • Accept deposits, verify cash deposits, and comply with Regulation CC requirements and bank deposit policies
  • 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 maintain strict adherence to security procedures
  • Adhere to cash differences/controllable losses policy
  • Identify customers, obtain proper documentation of identification, and verify endorsements/payees, cash, and checks/withdrawals/transfers
  • Obtain supervisor approval for authorization at bank-established cash limits
  • Verify signatures and account ownership as required
  • 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
  • Contribute to meeting monthly branch and/or individual scorecard goals 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
Requirements
  • Sales Associate Training Program completion
  • Sales-oriented professional demeanor
  • Verbal and written communications skills in Spanish or additional language a plus
  • Proficiency in Microsoft Office Products (Word, Excel) required
  • Ability to travel as business necessity arises to other branch locations
  • 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 the organization
  • Ability to observe, perceive, identify, and translate data
  • Ability to travel via airplane, automobile, bus, and/or train

At United Bank Inc, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve, celebrates diversity of thought, backgrounds, and experience, and promotes equal opportunities for all qualified applicants.



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