Sales and Service Representative

1 day ago

Parkersburg, West Virginia, United States United Bank Inc Full time
Job Title: Sales and Service Representative

Job Summary:
The Sales and Service Representative at United Bank Inc is responsible for promoting and selling Bank products, representing the Bank in a professional manner, and providing financial solutions to customers. This role requires strong knowledge of Bank products and services, excellent communication skills, and the ability to work in a fast-paced environment.

Key Responsibilities:
  • Stay up-to-date on Bank products and services to effectively provide financial solutions to customers
  • 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 excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
  • Comply with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
  • Adhere to cash differences/controllable losses policy
  • Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
  • May serve as approval on branch transactions
  • Perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
  • Open and/or close the Branch and may require working hours outside normal scheduled hours
  • Promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
  • Maintain an active NMLS license by completing all training and annual renewal requirements as required

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 is required
  • Ability to demonstrate a sales-oriented professional demeanor
  • 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
  • Ability to represent the Bank in a professional manner at all times
  • Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
  • Flexibility on work schedule as business needs arise

Key Competencies:
  • Excellent Customer Service Skills
  • Strong Communication Skills
  • Task Management
  • Professionalism
  • Sales aptitude demeanor

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

Company Profile:
United Bank Inc is an equal opportunity employer committed to nurturing an inclusive culture that celebrates diversity of thought, backgrounds, and experience. We promote respect and a shared purpose, and align with our core values. We are committed to providing a safe and respectful work environment for all employees.

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