Sales and Service Representative
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, bachelors 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
Company Profile
Our Total Rewards Package
In Bethesda, Maryland, the expected base pay salary range for this role is $47,077 - $75,323, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.
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.
Apply Now
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, bachelors 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
Company Profile
Our Total Rewards Package
In Bethesda, Maryland, the expected base pay salary range for this role is $47,077 - $75,323, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.
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.
Apply Now