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    Sales and Service Representative, Sr - Greenville, United States - United Bank Inc

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    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.



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