April 12, 2019

Sales Associate Supervisor,United Bank-Dunbar

Responsibilties:

  • Responsible for meeting monthly branch and/or individual scorecard goals on a consistent basis
  • Work with Branch Manager in preparing and reviewing monthly Sales Associate scorecards
  • Ensure delivery of excellent customer service throughout the Bank by adhering to sales and at your service standards and protocols
  • Maintains knowledge of bank products to be able to recommend appropriate products/services to customers and refer business to the other areas within the Bank as appropriate.
  • General oversight of the Sales Associate level staff. This will include scheduling of work hours, training, assisting with complex tasks and responsible for communicating procedures and ensuring compliance
  • Understand/participate in the Sales Associate Awards Program by meeting quarterly referral goals set by Retail Management
  • Authorize payment of checks
  • Maintain vault cash, buys and sells currency from sales associates to maintain cash drawer limits;
  • Distribute marketing materials to customers and discuss the Bank’s products and services with customers
  • Demonstrate a professional demeanor and promote positive customer relations
  • Operate the appropriate core banking systems and a sales associate window as follows;
  • Accepts deposits, verifies cash deposits, endorsements and complies with Regulation CC and bank deposit policies;
  • Accepts payments for all loans/lines of credit.
  • Processes the redemption of U.S. Savings Bonds.
  • Processes night depository, ATM and mail deposits
  • Provides additional customer services including processing/issuance of official bank checks and credit card cash advances
  • Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limit
  • Adhere to cash differences/controllable losses policy
  • Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash, and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds
  • Verify signatures and account ownership as required. Exercises discretion, judgment, and initiative regarding transaction problems and inquiries
  • Comply with all department and company policies, procedures and security
  • Prepare currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including KYC, OFAC, and Information Security policies and procedures
  • Open new accounts and serve as safe deposit custodian
  • Assist in branch opening and closing procedures
  • Order and ship currency within compliance of branch cash limits
  • Maintain night depository under dual control
  • Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits
  • Reconciles the ATM, when applicable
  • Maintains security and inventory logs, ensures completion of monetary logs and CTRs.
  • Ability to open and/or close the Branch and may require working hours outside normal scheduled hours

Requirements:

  • High School diploma or equivalent is required
  • Minimum of one (1) years of professional working experience, preferably in Banking environment.
  • Ability to demonstrate working knowledge of core banking system if prior working experience is not in the Banking field.
  • Prior supervisory experience is highly desired in order to demonstrate ability to lead staff members
  • Ability to effectively demonstrate a sales oriented professional demeanor
  • Excellent verbal and written communication skills
  • Ability to demonstrate excellent customer service and interpersonal skills
  • Ability to interact effectively with customers in a confident, professional, mature and courteous manner
  • Proficiency in Microsoft Office Products is required
  • Ability to efficiently operate standard office equipment, including a computer, copier, fax, and calculator is required
  • Demonstrate problem solving ability, good analytical and math skills
  • Organization skills and ability to multi-task in a fast paced environment is essential.

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