Job Description
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. This position is responsible for the scheduling of sales associates and referring and selling Bank products and services as well as coaching sales associates to refer and sell Bank products and services. RESPONSIBILITIES: 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 service standards and protocols. Maintain knowledge of bank products to recommend appropriate products/services to customers and refer business to other areas within the Bank as appropriate. General oversight of the Sales Associate level staff, including scheduling of work hours, training, assisting with complex tasks, and ensuring compliance. Understand and participate in the Sales Associate Awards Program by meeting quarterly referral goals set by Retail Management. Authorize payment of checks. Maintain vault cash, buy and sell 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. Accept deposits, verify cash deposits, endorsements, and comply with Regulation CC and bank deposit policies. Accept payments for all loans/lines of credit. Process the redemption of U.S. Savings Bonds. Provide additional customer services including processing/issuance of official bank checks and credit card cash advances. Balance assigned cash daily and maintain 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, obtain and verify endorsements/payees, cash, and checks/withdrawals/transfers, and obtain supervisor approval for authorization at bank-established cash limits. Verify signatures and account ownership as required, exercising 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. Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits. Reconcile the ATM, when applicable. Maintain security and inventory logs, ensuring completion of monetary logs and CTRs. Ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications Spanish speaking highly preferred. High School diploma or equivalent is required. Minimum of one (1) year 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 in order to demonstrate ability to lead staff members. Ability to effectively demonstrate a sales-oriented professional demeanor. Excellent verbal and written 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 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. KEY COMPETENCIES Customer Service Interpersonal Skills Leadership Skills Communications Skills ESSENTIAL FUNCTIONS: Standing and sitting 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 the organization. Ability to observe, perceive, identify, and translate data. Company Profile 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 an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; 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, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Nearest Major Market: Washington DC Job Segment: Bank, Banking, Outside Sales, Developer, Manager, Finance, Sales, Technology, Management J-18808-Ljbffr