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, including withdrawals and transfers.
• Obtain supervisor approval for transactions exceeding bank-established cash limits, ensuring sufficient funds and compliance with stop payments and holds.
• Comply with all department and company policies, procedures, and security measures.
• 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 individual scorecard goals by monitoring performance and following action plans.
• Deliver 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.
• Open and/or close the branch as needed, including working 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 in handling money preferred.
• Proficiency in Microsoft Office Products (Word, Excel).
• Understanding and working knowledge of core banking systems is a plus.
• Strong attention to detail.
• Professionalism and confidentiality are essential.
• 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 of time.
• Operating a computer keyboard, mouse, and other computer components.
• Reaching over teller counter or desk area to receive customer transaction documents.
• Lifting and carrying up to twenty pounds.
• Converse and exchange information with all levels of staff within the organization.
• Observe, perceive, identify, and translate data.

Benefits

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