Sales and Service Representative

Responsibilities

• Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
• Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
• Takes responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
• Ensures delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols
• Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
• Maintains dual control on all vaults/safes containing cash/negotiables, if applicable
• Serves as approval on branch transactions
• Based on branch location within a market, promotes/discusses consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
• Based on branch location within a market, maintains an active NMLS license by completing all training and annual renewal requirements as required

Qualifications

• 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
• Excellent verbal and written communications skills in Spanish or additional language a plus
• Ability to demonstrate a sales oriented professional demeanor
• Excellent verbal, written, and interpersonal skills
• Very well organized and able 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