Sales Associate

About the Role

The Sales Associate is responsible for performing daily branch and customer service duties, providing customers with efficient and accurate transaction processing, and promoting business by providing quality customer service. The role involves handling routine customer inquiries and providing customer referrals for products and services. Collaboration in a team environment and contributing to team goals are essential.

Key Responsibilities

• Operate core banking systems and process transactions with accuracy and efficiency using a sales associate cash drawer.
• Balance assigned cash daily, maintain strict adherence to security procedures, and maintain sole control of cash drawer and assigned cash limits.
• Adhere to the cash differences/controllable losses policy.
• Identify customers by obtaining proper documentation of identification, verifying endorsements/payees, and processing cash and checks/withdrawals/transfers.
• Obtain supervisor approval for authorizations at bank-established cash limits, including determining the availability of sufficient funds and exclusion of stop payments and holds.
• 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 meeting monthly branch and/or individual scorecard goals by monitoring self-performance and following action plans.
• Ensure the delivery of excellent customer service by adhering to sales and service standards.
• Promote and maintain positive relationships with all internal and external customers.
• Stay 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, which may require working hours outside normal scheduled hours.

Requirements & Tech Stack

• High school diploma or equivalent.
• Successful completion of the Bank’s in-house Sales Associate Training Program.
• Proficiency in Microsoft Office Products (Word, Excel) required.
• Detailed oriented.
• Professionalism and confidentiality are essential.
• Flexibility on work schedule as business needs arise.
• Understanding and working knowledge of appropriate core banking system is a plus.
• Verbal and written communications skills in Spanish or additional language a plus.

Qualifications

• Previous customer service contact experience is highly desired.
• Ability to demonstrate a sales-oriented professional demeanor.
• Excellent communication skills required.
• Experience in handling money preferred.
• Customer Service, Interpersonal Skills, Dependability (Attendance & Punctuality), Task Management are key competencies.
• Sitting and standing for extended periods of time.
• Ability to operate a computer keyboard, mouse, and other computer components.
• Ability to reach over teller counter or desk area to receive customer transaction documents.
• Ability to lift and carry up to twenty pounds.
• Ability to converse and exchange information with all levels of staff within the organization.
• Ability to observe, perceive, identify, and translate data.