Sales Associate

Sales Associate

The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals.

Responsibilities include:

• Operating with accuracy and efficiency with core banking systems and processing transactions with a sales associate cash drawer.
• Balancing assigned cash daily and maintaining strict adherence to security procedures and sole control of cash drawer and assigned cash limits.
• Adhering to cash differences/controllable losses policy.
• Identifying 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, including the determination of the availability of sufficient funds, exclusion of stop payments and holds.
• Complying with all department and company policies, procedures, and overall security.
• Preparing 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.
• Contributing to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
• Ensuring delivery of excellent customer service throughout the Bank by adhering to sales and service standards.
• Promoting and maintaining positive relationships with all internal and external customers.
• Being responsible for keeping current and being knowledgeable in order 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.

Skills/Qualifications include:

• 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.
• Detailed oriented.
• Professionalism and confidentiality are essential.
• Flexibility on work schedule as business needs arise.

Key competencies include:

• Customer Service
• Interpersonal Skills
• Dependability (Attendance & Punctuality)
• Task Management

Essential functions include:

• 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 organization.
• Ability to observe, perceive, identify, and translate data.