Sales Associate

About the role

The Sales Associate performs daily branch and customer service duties, including efficient and accurate transaction processing, promoting business through quality customer service, handling routine customer inquiries, and providing referrals for products and services. This role requires the ability to work in a team environment and contribute to team goals.

Responsibilities

• Operate core banking systems and process transactions using a sales associate cash drawer with accuracy and efficiency.
• Balance assigned cash daily and maintain strict adherence to security procedures, including sole control of the cash drawer and assigned cash limits.
• Adhere to cash differences and controllable losses policy.
• Identify customers by verifying proper documentation, endorsements, payees, and cash/check transactions (withdrawals, transfers). Obtain supervisor approval for transactions exceeding bank-established cash limits, including verifying sufficient funds and excluding stop payments or holds.
• Comply with all department and company policies, procedures, and security protocols.
• Prepare currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including KYC, OFAC, and Information Security policies.
• Contribute to meeting monthly branch and/or individual scorecard goals by monitoring self-performance and following action plans.
• Ensure excellent customer service by adhering to sales and service standards.
• Promote and maintain positive relationships with internal and external customers.
• Stay current and knowledgeable about the Bank’s products and services to effectively communicate them to clients.
• As business needs arise, open and/or close the branch and work outside normal scheduled hours.

Requirements

• High school diploma or equivalent.
• Successful completion of the Bank’s in-house Sales Associate Training Program.
• Previous customer service experience is highly desired.
• Ability to demonstrate a sales-oriented, professional demeanor.
• Excellent verbal and written communication skills; bilingual (Spanish or additional language) is a plus.
• Experience handling money preferred.
• Proficiency in Microsoft Office (Word, Excel).
• Understanding of core banking systems is a plus.
• Detail-oriented with a strong sense of professionalism and confidentiality.
• Flexibility in work schedule as business needs arise.

Skills

• Customer Service
• Interpersonal Skills
• Dependability (Attendance & Punctuality)
• Task Management

Essential Functions

• Sitting and standing for extended periods.
• Operating a computer keyboard, mouse, and other computer components.
• Reaching over teller counter or desk to receive customer transaction documents.
• Lifting and carrying up to twenty pounds.
• Conveying and exchanging information with all levels of staff.
• Observing, perceiving, identifying, and translating data.

Benefits

This position is eligible for a list of benefits. For more information, refer to the company’s benefits documentation.