Sales and Service Representative
2 weeks ago
The Sales and Service Representative at United Bank is a dynamic role that requires a strong ability to promote and sell Bank products while representing the Bank in a professional manner to clients. This position involves possessing a deep knowledge of Bank products and services, recommending appropriate financial solutions to customers, and referring customers to investment and loan representatives as needed.
Key Responsibilities
• Develop and maintain a strong understanding of Bank products and services to effectively provide financial solutions to customers
• Effectively profile customers, open accounts, and cross-sell appropriate Bank products and services
• Meet monthly branch and/or individual scorecard goals by monitoring self-performance and following action plans
• Deliver exceptional customer service throughout the Bank by adhering to sales and @ your service standards and protocols
• Maintain knowledge and compliance with Bank security and operating policies and procedures, as well as compliance regulations
Requirements
• High School Diploma or equivalent required, bachelor's degree preferred
• Minimum one (1) year customer service or related working experience required
• Must possess an NMLS license or obtain NMLS license within 90 days of employment
• Ability to complete ongoing NMLS training and ensure SAFE Act compliance
• Excellent verbal, written, and interpersonal skills
• Very well organized and ability to deal with multiple priorities
• Proficiency in Microsoft Office products
• Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
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 organization
• Ability to observe, perceive, identify, and translate data
• Ability to travel via airplane, automobile, bus and/or train
About United Bank
United Bank is an equal opportunity employer committed to fostering an inclusive culture that celebrates diversity of thought, backgrounds, and experience. We are dedicated to promoting respect and a shared purpose, and aligning with our core values. We are committed to providing a work environment that is free from discrimination and harassment, and where all employees feel valued and respected.
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