The Sales & Service Representative promotes and sells Bank products, represents the Bank in a professional manner, and provides financial solutions to customers. This role requires strong knowledge of Bank products and services, excellent customer service skills, and ability to work in a team environment.
Requirements
- Keep up-to-date on Bank products and services
- Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services
- Take responsibility in meeting monthly branch and/or individual scorecard goals
- Ensure delivery of excellent customer service
- Has knowledge and complies with Bank security and operating policies and procedures
- Maintain dual control on all vaults/safes containing cash/negotiables
- May serve as approval on branch transactions
- As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
- Based on branch location within a market, will be required to promote/discuss consumer lending products with customers
- Based on branch location within a market, will be responsible for maintaining an active NMLS license
Benefits
- Cash bonuses
- Long-term incentives
- Commissions
- Other United Bank sponsored benefit programs