The Sales Associate Supervisor is responsible for supervising the Sales Associate staff to ensure all tasks and assignments are completed in their area of responsibility and meeting assigned deadlines. The Sales Associate Supervisor is responsible for the scheduling of sales associates. This position is responsible for referring and selling Bank products and services as well as coach sales associates to refer and sell Bank products and services.
RESPONSIBILITIES:
• Responsible for contributing to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
• Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards.
• Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.
• Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards
• 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 operational procedures and ensuring compliance in Bank policies and procedures.
• Maintain vault cash, buys and sells currency from sales associates to maintain established cash drawer limits.
• Accepts deposits, verifies cash deposits, endorsements and complies with Regulation CC requirements and bank deposit policies.
• Processes night depository, ATM, and mail deposits, if applicable.
• 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.
• Order and ship currency within compliance of branch cash limits.
• Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits.
• Maintains all security and inventory logs for the branch, ensures completion of monetary logs and CTRs.
• As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.
SKILLS/QUALIFICATIONS:
• High School diploma or equivalent is required.
• Minimum of one (1) years of professional working experience, preferably in a 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 with demonstrated ability to lead staff members.
• Ability to effectively demonstrate a sales-oriented professional demeanor.
• Excellent communication skills; Verbal and written communications skills in Spanish or additional language a plus.
• 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 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.
• Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing.
• Flexibility on work schedule as business needs arise.
KEY COMPETENCIES
• Customer Service
• Interpersonal Skills
• Leadership Skills
• Communications Skills
Essential Functions:
• Standing and sitting for extended periods of time.
• Ability 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.
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
United Bank is the community bank for the markets we serve. We offer local decision-making and the personalized service our customers have come to expect since 1839, with the insights, technologies, products, and services of a large bank – and a deep commitment to the communities in which we operate.
We are committed to developing long-term personal relationships with every customer. Our flexible, local decision-making approach enables our team to create customized solutions to help United customers grow and thrive. With more than 220 locations and over 2,500 employees across the Mid-Atlantic and Southeast, our experienced leadership, consistent performance, and focus on relationships make United the bank of choice for our customers, investors, team members, and communities.
We are committed to serving our communities with safe, sound, and secure practices – backed by strong earnings, sound asset quality, and strong capital – that have allowed us to weather any storm for 186 years. Because of this, our employees, customers, shareholders, and communities can rely on us to be their banking partner for decades to come.
Member FDIC. Equal Housing Lender. Equal Opportunity Employer.
United Bank NMLS ID 522399 (www.nmlsconsumeraccess.org). ADVERTISING NOTICE - NOT A COMMITMENT TO LEND – SUBJECT TO PROGRAM AVAILABILITY. This is not a commitment lend. All loan applications are subject to credit and property approval. Annual Percentage Rate (APR), programs, rates, fees, closing costs, terms and conditions are subject to change without notice and may vary depending upon credit history and transaction specifics. Other closing costs may be necessary. Flood and/or property hazard insurance may be required. To be eligible, buyer must meet minimum down payment, underwriting, and program guidelines.
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