Sales and Service Representative

United Bank • Wheeling, WV • 5d ago

United Bank

United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Sales and Service Representative Date: Aug 29, 2025 Location: Wheeling, WV, US, 26003 Company: United Bank Job Description The Sales & Service Representative 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

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, bachelor's degree preferred

Minimum one (1) year 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

Excellent verbal and written communications skills in Spanish or additional language a plus.

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.

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