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.

• Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. • Balance assigned cash daily and maintain strict adherence to security procedures and sole control of cash drawer and assigned cash limits. • 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. • Comply with all department and company policies, procedures, and overall security. • Prepare 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. • Contribute to the 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 service standards. • Promote and maintain positive relationships with all internal and external customers. • Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. • As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.

• 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.

• Customer Service • Interpersonal Skills • Dependability (Attendance & Punctuality) • Task Management

• 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.