Sales Associate

About the role

The Sales Associate is responsible for daily branch and customer service duties, providing customers with efficient and accurate transaction processing, promoting business through quality service, handling routine inquiries, and referring customers to products and services. The role requires teamwork, contribution to team goals, and the ability to work flexible hours as business needs arise.

Responsibilities

• Operate core banking systems and process transactions with a sales‑associate cash drawer accurately and efficiently.
• Balance assigned cash daily, maintain strict adherence to security procedures, and retain sole control of the cash drawer and assigned cash limits.
• Adhere to cash differences/controllable losses policy.
• Identify customers, obtain proper identification documentation, verify endorsements/payees, and process cash, checks, withdrawals, and transfers.
• Obtain supervisor approval for authorizations that exceed bank‑established cash limits, including verification of sufficient funds, stop payments, and holds.
• Comply with all department and company policies, procedures, and overall security requirements.
• Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, adhering to KYC, OFAC, and Information Security policies.
• Contribute to meeting monthly branch and individual scorecard goals by monitoring self‑performance and following action plans.
• Deliver excellent customer service throughout the bank 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.
• Assist with opening and/or closing the branch as business needs arise, which may require 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 (highly desired).
• Sales‑oriented professional demeanor.
• Excellent verbal and written communication skills; proficiency in Spanish or an additional language is a plus.
• Experience handling money (preferred).
• Proficiency with Microsoft Office (Word, Excel) required.
• Understanding of core banking systems is a plus.
• Detail‑oriented with professionalism and confidentiality.
• Flexibility in work schedule as business needs arise.

Key Competencies

• 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 a teller counter or desk to receive customer transaction documents.
• Lifting and carrying up to twenty pounds.
• Conversing and exchanging information with all levels of staff.
• Observing, perceiving, identifying, and translating data.

Pay

Base pay range: $32,308 – $51,692, determined individually based on experience and skills. Additional compensation may include annual merit increases, cash bonuses, long‑term incentives, commissions, and other United Bank‑sponsored benefit programs.

Benefits

Eligible for United’s benefit programs, including career advancement, job and industry training, wellness initiatives, mentoring, and leadership programs. View the full list of benefits.

Schedule

Flexibility required; may need to work outside normal scheduled hours and, as business needs arise, may be required to open or close the branch.