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 inquiries, and providing referrals for products and services. This role requires teamwork and a willingness to contribute to team goals.

Responsibilities

• Operate core banking systems and process transactions using a cash drawer with accuracy and efficiency.
• Balance assigned cash daily while maintaining strict adherence to security procedures and sole control of the cash drawer.
• 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 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 or 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 or close the branch as needed, including working outside normal scheduled hours when business needs arise.

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 commitment to professionalism and confidentiality.
• Flexibility in work schedule to accommodate business needs.

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 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 page.