United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.
Sales Associate Supervisor
Date: Nov 25, 2024
Location: Crofton, MD, US, 21114
Company: United Bank
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 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 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 @ 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
Qualifications
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; 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 organization.
Ability to observe, perceive, identify, and translate data
