Sales Associate Supervisor

Job Summary

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. This position also involves referring and selling Bank products and services as well as coaching sales associates.

Responsibilities

• Contribute to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
• Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards.
• Operate with accuracy and efficiency with core banking systems and processing 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 be able to recommend appropriate products/services to customers and refer business to the other areas within the Bank as appropriate.
• General oversight of the Sales Associate level staff. This includes scheduling of work hours, training, assisting with complex tasks, and responsible for communicating operational procedures and ensuring compliance in Bank policies and procedures.
• Maintain vault cash, buys and sells currency from sales associates to maintain established cash drawer limits.
• Accepts deposits, verifies cash deposits, endorsements, and complies with Regulation CC requirements and bank deposit policies.
• Processes night depository, ATM, and mail deposits, if applicable.
• Prepares 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.
• Orders and ships currency within compliance of branch cash limits.
• Compiles and prepares monthly branch transaction reports and assists management with monthly and quarterly branch audits.
• Maintains all security and inventory logs for the branch, ensures completion of monetary logs and CTRs.
• As business needs arise, ability to 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) years of professional working experience, preferably in a Banking environment.
• 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 additional language 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 is required.
• Demonstrate problem solving ability, good analytical and math skills.
• Organization skills and ability to multi-task in a fast-paced environment is essential.
• Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing.
• Flexibility on work schedule as business needs arise.

Skills/Qualifications

• High School diploma or equivalent.
• One (1) year of professional working experience, preferably in a Banking environment.
• Working knowledge of core banking system.
• Prior supervisory experience.
• Sales-oriented professional demeanor.
• Spanish or additional language proficiency.
• Excellent customer service and interpersonal skills.
• Effective communication skills.
• Problem-solving ability, analytical and math skills.
• Organization and multitasking skills.
• Travel and flexible scheduling.

Key Competencies

• Customer Service
• Interpersonal Skills
• Leadership Skills
• Communications Skills

Essential Functions

• Standing and sitting for extended periods of time.
• Efficiently operating a computer keyboard, mouse, and other computer components.
• Exchanging information with all levels of staff within the organization.
• Observing, perceiving, identifying, and translating data.

Company Profile

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Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.