Sales and Service Representative, Sr

Sales and Service Representative, Sr

Date: May 5, 2026

Location: Uniontown, PA, US, 15401

Company: United Bank

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
• Ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
• Ability to open and/or close the Branch and may require working hours outside normal scheduled hours
• Promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures
• 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

Excellent verbal and written communications skills in Spanish or additional language a plus

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