Sales Associate Supervisor

About the role

The Sales Associate Supervisor is responsible for supervising the Sales Associate staff to ensure all tasks and assignments are completed in their area of responsibility and meeting assigned deadlines. The position is responsible for scheduling sales associates, referring and selling Bank products and services, and coaching sales associates to do the same. The role also involves operating core banking systems, processing transactions, and maintaining vault cash within established limits.

Responsibilities

• Contribute to meeting monthly branch and/or individual scorecard goals by monitoring self-performance and following action plans.
• Work closely with the Branch Manager in preparing and reviewing monthly Sales Associate scorecards.
• Operate core banking systems and process transactions with a sales associate cash drawer.
• Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.
• Maintain knowledge of bank products to recommend appropriate products/services to customers and refer business to other areas within the Bank as appropriate.
• Provide general oversight of Sales Associate-level staff, including scheduling work hours, training, assisting with complex tasks, communicating operational procedures, and ensuring compliance with Bank policies and procedures.
• Maintain vault cash, buy and sell currency from sales associates to maintain established cash drawer limits.
• Accept deposits, verify cash deposits, endorsements, and comply with Regulation CC requirements and bank deposit policies.
• Process night depository, ATM, and mail deposits, if applicable.
• Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures.
• Order and ship currency within compliance of branch cash limits.
• Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits.
• Maintain all security and inventory logs for the branch, ensure completion of monetary logs and CTRs.
• As business needs arise, open and/or close the Branch and may require working hours outside normal scheduled hours.

Qualifications

• High School diploma or equivalent is required.
• Minimum of one (1) year of professional working experience, preferably in a Banking environment.
• Ability to demonstrate working knowledge of core banking systems if prior working experience is not in the Banking field.
• Prior supervisory experience is highly desired with demonstrated ability to lead staff members.
• Ability to effectively demonstrate a sales-oriented professional demeanor.
• Excellent communication skills; verbal and written communications skills in Spanish or an additional language is a plus.
• Ability to demonstrate excellent customer service and interpersonal skills.
• Ability to interact effectively with customers in a confident, professional, mature, and courteous manner.
• Proficiency in Microsoft Office products required.
• Ability to efficiently operate standard office equipment, including a computer, copier, fax, and calculator.
• Demonstrate problem-solving ability, good analytical and math skills.
• Strong organization skills and ability to multi-task in a fast-paced environment.
• Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing.
• Flexibility on work schedule as business needs arise.

Pay

In Fredericksburg, VA the expected base pay range for this role is $42,923 to $68,677. Placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs.