The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management. RESPONSIBILITIE... more details
Job Description
The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management.
RESPONSIBILITIES:
Keep up-to-date on Bank products and services to effectively provide financial solutions to customers
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
Take 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 @ your service standards and protocols
Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy
Adheres to cash differences/controllable losses policy
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable
May serve as approval on branch transactions
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required
Qualifications
High School Diploma or equivalent required, bachelor’s degree preferred
Minimum one (1) year customer service or related working experience required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Ability to demonstrate a sales oriented professional demeanor
Excellent verbal, written, and interpersonal skills
Very well organized and ability to deal with multiple priorities
Proficiency in Microsoft Office products
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications
Ability to represent the Bank in a professional manner at all times
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis
Flexibility on work schedule as business needs arise
KEY COMPETENCIES:
Excellent Customer Service Skills
Strong Communication Skills
Task Management
Professionalism
Sales aptitude demeanor
Essential Functions:
Sitting and standing for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via airplane, automobile, bus and/or train
Company Profile
At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.
Job Abstracts is an independent Job Search Engine. Job Abstracts is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. Job Abstracts uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, and job descriptions are the property of their respective holder. Job Abstracts does not have its members apply for a job on the jobabstracts.com website. Additionally, Job Abstracts may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.
We would like to take a second to Welcome You to Job Abstracts, the nation’s largest Pure Job Board. With over 3.1 million job listings from 15,000+ Companies & Organizations, we help job searchers find careers that match their interests. As an anonymous user, you have probably discovered how easy our system is to use. However, you have just scratched the surface of what we can offer.
We encourage you to Register so you can use our most powerful features: searching with multiple terms, setting up multiple locations, establishing favorite companies, and accessing your search history. If you find a job you like, you can apply directly for it, and then, keep notes on it. We will also keep a lookout for jobs that match your search terms and email you when we find something you may like.
You can register for free and the system is free to use. If you like our system so far, click on Register and unlock the power required by serious job searchers.
Any time you conduct a search, the system shows you job matches, ranked by their Relevance Score (RS).
The score is calculated by a proprietary algorithm that uses Intelligent Machine Learning.
The Relevance Score tells you how well the job opportunity matches your search term or terms.
When not logged in, the system is limited to one search term. Scores for single term matches are usually lower.
When you register, log in, and set up multiple terms prioritized by importance, the jobs found for you will receive a much higher Relevance Score.
