Sales Associate Supervisor

United Bank - Winchester, VA

Full-time - Entry Level

Winchester, VA

Credit Intermediation and Related Activities

About the position

The Sales Associate Supervisor at United Bank is responsible for overseeing the Sales Associate staff, ensuring that all tasks and assignments are completed efficiently and within deadlines. This role involves scheduling, coaching, and supporting sales associates in referring and selling bank products and services, while also maintaining high standards of customer service and compliance with banking regulations.

Responsibilities

• Supervise the Sales Associate staff to ensure task completion and adherence to deadlines.
• Meet monthly branch and individual scorecard goals consistently.
• Prepare and review monthly Sales Associate scorecards with the Branch Manager.
• Deliver excellent customer service by adhering to sales and service standards.
• Maintain knowledge of bank products to recommend appropriate services to customers.
• Oversee scheduling, training, and compliance for Sales Associate staff.
• Participate in the Sales Associate Awards Program by meeting quarterly referral goals.
• Authorize payment of checks and maintain vault cash.
• Distribute marketing materials and discuss bank products with customers.
• Demonstrate professionalism and promote positive customer relations.
• Operate core banking systems and assist customers with transactions.
• Balance assigned cash daily and adhere to security procedures.
• Prepare currency transaction reports in compliance with regulations.
• Open new accounts and assist with branch opening and closing procedures.

Requirements

• High School diploma or equivalent is required.
• Minimum of one year of professional working experience, preferably in a banking environment.
• Prior supervisory experience is highly desired.
• Ability to demonstrate a sales-oriented professional demeanor.
• Excellent verbal and written communication skills; proficiency in Spanish or another language is a plus.
• Demonstrated excellent customer service and interpersonal skills.
• Proficiency in Microsoft Office Products is required.
• Ability to operate standard office equipment efficiently.
• Strong problem-solving, analytical, and math skills.
• Organizational skills and ability to multi-task in a fast-paced environment.

Nice-to-haves

• Verbal and written communications skills in Spanish or additional language a plus.

Benefits

• Health insurance
• Dental insurance
• 401k plan
• Paid holidays
• Paid time off
• Professional development opportunities