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Sales Associate

2 months ago

West Columbia, South Carolina, United States United Bank Inc Full time
Job Description

The Sales Associate is a key member of our team, responsible for delivering exceptional customer service and promoting our products and services.

Responsibilities:

  • Provide accurate and efficient transaction processing, ensuring customer satisfaction and loyalty.
  • Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
  • Process deposits, verify cash, and comply with Regulation CC requirements and bank deposit policies.
  • Accept payments for loans and lines of credit, and process the redemption of U.S. Savings Bonds.
  • Balance assigned cash daily and maintain strict adherence to security procedures.
  • Adhere to cash differences/controllable losses policy and identify customers by understanding and obtaining proper documentation of identification.
  • Verify signatures and account ownership as required, exercising 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.
  • 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.
  • May be responsible for branch opening/closing procedures, escorting customers to safe deposit boxes, and assisting in opening/closing of branch vaults under dual control.
  • Promote and maintain positive relationships with all internal and external customers, contributing to the fulfillment of the Bank's objectives and goals.

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, and experience in handling money.
  • Proficiency in Microsoft Office Products (Word, Excel) required.
  • Understanding and working knowledge of appropriate core banking system is a plus.

Key Competencies:

  • Customer Service
  • Interpersonal Skills
  • Dependability (Attendance & Punctuality)
  • Task Management

Essential Functions:

  • Sitting and standing for extended periods of time.
  • 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.

About United Bank Inc:

At United Bank Inc, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in various locations are each built on customer service and commitment to the community. United is backed by a history of safe, sound, and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders, and communities can rely on us to be their banking partner for decades to come. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.