Sales Associate

United Bank - Little River, SC

Full-time - Entry Level

Little River, SC

Credit Intermediation and Related Activities

About the position

The Sales Associate is responsible for daily branch operations and customer service duties, ensuring efficient transaction processing and promoting business through quality customer interactions. The role requires teamwork and a commitment to achieving branch goals while maintaining security and compliance with banking regulations.

Responsibilities

• Operate with accuracy and efficiency with core banking systems and processing transactions with a sales associate cash drawer.
• Balance assigned cash daily and maintain strict adherence to security procedures and sole control of cash drawer and assigned cash limits.
• Adhere to cash differences/controllable losses policy.
• Identify customers by understanding and obtaining proper documentation of identification, obtaining and/or verifying endorsements/payees, cash and checks/withdrawals/transfers, and obtaining supervisor approval for authorization at bank-established cash limits.
• Comply with all department and company policies, procedures, and overall security.
• 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.
• Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
• Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.
• Promote and maintain positive relationships with all internal and external customers.
• Keep current and knowledgeable to communicate the Bank's products and services to clients.
• As business needs arise, ability to open and/or close the Branch and may require working hours 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 contact experience is highly desired.
• Ability to demonstrate a sales-oriented professional demeanor.
• Excellent communication skills required; verbal and written communications skills in Spanish or additional language a plus.
• Experience in handling money preferred.
• Proficiency in Microsoft Office Products (Word, Excel) required.
• Understanding and working knowledge of appropriate core banking system is a plus.
• Detail-oriented.
• Professionalism and confidentiality are essential.
• Flexibility on work schedule as business needs arise.

Nice-to-haves

• Verbal and written communications skills in Spanish or additional language a plus.
• Experience in handling money preferred.
• Understanding and working knowledge of appropriate core banking system is a plus.

Benefits

• Health insurance
• 401k
• Paid holidays
• Professional development
• Employee discount programs