Sales Associate

Sales Associate

The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals.

Responsibilities include : operating with accuracy and efficiency with core banking systems and processing transactions with a sales associate cash drawer; balancing assigned cash daily and maintaining strict adherence to security procedures and sole control of cash drawer and assigned cash limits; adhering to cash differences / controllable losses policy; identifying customers by understanding and obtaining proper documentation of identification, obtaining and / or verifying endorsements / payees, cash and checks / withdrawals / transfers and obtaining supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds; complying with all department and company policies, procedures, and overall security; preparing 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; contributing to the responsibility in meeting monthly branch and / or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans; ensuring delivery of excellent customer service throughout the Bank by adhering to sales and service standards; promoting and maintaining positive relationships with all internal and external customers; being responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients; and 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; successful completion of the Bank's in-house Sales Associate Training Program; previous customer service contact experience is highly desired; ability to demonstrate a sales-oriented professional demeanor; excellent communication skills required; verbal and written communications skills in Spanish or additional language a plus; experience in handling money preferred; proficiency in Microsoft Office Products (Word, Excel) required; understanding and working knowledge of appropriate core banking system is a plus; detailed oriented; professionalism and confidentiality are essential; flexibility on work schedule as business needs arise.

Key competencies include : customer service; interpersonal skills; dependability (attendance & punctuality); task management.

Essential functions include : sitting and standing for extended periods of time; ability to operate a computer keyboard, mouse, and other computer components; ability to reach over teller counter or desk area to receive customer transaction documents; ability to lift and carry up to twenty pounds; ability to converse and exchange information with all levels of staff within organization; ability to observe, perceive, identify, and translate data.