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Sales and Service Representative, Sr - Greenville, United States - United Bank Inc
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
**Sales and Service Representative, Sr**
**Location:** Greenville, NC, US, 27858 **Job Description**
The Sales & Service Representative, Sr. 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
May be responsible for supervisory oversight of staff
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 two (2) years 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
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**
At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. 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.