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. This position handles scheduling of sales associates, refers and sells Bank products and services, and coaches sales associates to do the same.

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 the Branch Manager in preparing and reviewing monthly Sales Associate scorecards.
• Operate with accuracy and efficiency using 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 recommend appropriate products/services to customers and refer business to other areas within the Bank as appropriate.
• Provide general oversight of Sales Associate staff, including scheduling work hours, training, assisting with complex tasks, communicating operational procedures, and ensuring compliance with Bank policies and procedures.
• Maintain vault cash, buying and selling currency from sales associates to stay within established cash drawer limits.
• Accept deposits, verify cash deposits and endorsements, and comply with Regulation CC requirements and bank deposit policies.
• Process night depository, ATM, and mail deposits, when applicable.
• Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, 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, ensuring completion of monetary logs and CTRs.
• Open and/or close the branch as business needs arise, which may require working outside normal scheduled hours.
• Travel to other branch locations as a business necessity to ensure proper daily staffing.
• Demonstrate flexibility on work schedule as business needs arise.

Qualifications

• High School diploma or equivalent 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 experience is not in banking.
• Prior supervisory experience highly desired with demonstrated ability to lead staff members.
• Ability to demonstrate a sales‑oriented professional demeanor.
• Excellent communication skills; verbal and written communication skills in Spanish or an additional language are 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.
• Demonstrated 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 a business necessity to other branch locations to ensure proper daily staffing.
• Flexibility on work schedule as business needs arise.

Key Competencies

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

Essential Functions

• Standing and sitting for extended periods of time.
• Ability to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within the organization.
• Ability to observe, perceive, identify, and translate data.