Sales and Service Representative

About the Role

This position promotes and sells Bank products while representing the Bank professionally. The Sales & Service Representative possesses strong knowledge of Bank products and services, recommends appropriate financial products to customers, and refers customers to investment and loan representatives. This role offers a professional development path into Retail Branch Management.

Responsibilities

• Keep 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.
• Ensure delivery of excellent customer service by adhering to sales and service standards and protocols.
• Comply with Bank security, operating policies, and 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.
• Serve as approval on branch transactions as needed.
• Perform in any branch capacity to ensure proper staffing on a daily basis.
• Open and/or close the Branch, which may require working hours outside normal scheduled hours.
• Promote and discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures (based on branch location).
• Maintain an active NMLS license by completing all training and annual renewal requirements (based on branch location).

Requirements

• High School Diploma or equivalent required; bachelor’s degree preferred.
• Minimum one (1) year of customer service or related working experience.
• Must possess an NMLS license or obtain one within 90 days of employment.
• Ability to complete ongoing NMLS training and ensure SAFE Act compliance.
• Excellent verbal and written communication skills; bilingual in Spanish or another language is a plus.
• Sales-oriented professional demeanor with strong interpersonal skills.
• Highly organized with the ability to manage multiple priorities.
• Proficiency in Microsoft Office products.
• Previous banking experience is a plus; familiarity with core banking applications.
• Ability to represent the Bank professionally at all times.
• Ability to travel to other branch locations as needed for proper staffing.
• Flexibility in work schedule as business needs arise.

Key Competencies

• Excellent Customer Service Skills
• Strong Communication Skills
• Task Management
• Professionalism
• Sales Aptitude

Essential Functions

• Sitting and standing for extended periods of time.
• Sufficient dexterity of hands and fingers to operate a computer keyboard, mouse, and other components.
• Ability to converse and exchange information with all levels of staff.
• Ability to observe, perceive, identify, and translate data.
• Ability to travel via airplane, automobile, bus, and/or train.

Benefits

This position is eligible for a list of benefits. For more information, visit the company’s benefits page.