Part Time Sales Associate
United Bank · Winchester, VA · 1 wk ago
Business DevelopmentPart-time
Responsibilities
- Operate with accuracy and efficiency with core banking systems and processing transactions through the sales associate cash drawer.
- Balance assigned cash daily and maintain strict adherence to security procedures, including sole control of cash drawer and adherence to cash limits.
- Identify customers by obtaining and verifying proper documentation of identification, endorsements, payees, cash, checks, withdrawals, transfers, and obtain supervisor approval for authorization at bank-established cash limits, including ensuring sufficient funds, excluding stop payments, and holds.
- Comply with all department and company policies, procedures, and overall security guidelines.
- Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adherence to KYC, OFAC, and Information Security policies and procedures.
- Maintain consistent performance towards meeting monthly branch and/or individual scorecard goals by monitoring self-performance and implementing action plans.
- Promote and maintain excellent customer service throughout the Bank by adhering to sales and service standards.
- Contribute to positive relationships with all internal and external customers.
- Communicate the Bank’s products and services effectively to clients.
- Be prepared to open and/or close the Branch as needed, and may require working outside of normal scheduled hours based on business needs.
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 required; verbal and written communications skills in Spanish or additional languages are a plus.
- Experience in handling money is preferred.
- Proficiency in Microsoft Office Products (Word, Excel) is required.
- Adequate understanding and working knowledge of appropriate core banking systems is a plus.
- Detailed oriented.
- Professionalism and confidentiality are essential.
- Flexibility on work schedule as business needs arise.