Qureos Mentor

United Bank - United Bankshares, Inc.

<div></div><div><div><div><p>The Sales &amp; 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.</p><p></p><p><br>
RESPONSIBILITIES:</p><ul><li>
Keep up-to-date on Bank products and services to effectively provide financial solutions to customers</li><li>
Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services</li><li>
Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans</li><li>
Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols</li><li>
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</li><li>
Adheres to cash differences/controllable losses policy</li><li>
Maintain dual control on all vaults/safes containing cash/negotiables, if applicable</li><li>
May serve as approval on branch transactions</li><li>
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis</li><li>
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours</li><li>
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</li><li>
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</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Qualifications</b></h2></div><div><ul><li>
High School Diploma or equivalent required, bachelor&rsquo;s degree preferred</li><li>
Minimum one (1) year customer service or related working experience required</li><li>
Must possess an NMLS license or obtain NMLS license within 90 days of employment</li><li>
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required</li><li>
Excellent verbal and written communications skills in Spanish or additional language a plus.</li><li>
Ability to demonstrate a sales oriented professional demeanor</li><li>
Excellent verbal, written, and interpersonal skills</li><li>
Very well organized and ability to deal with multiple priorities</li><li>
Proficiency in Microsoft Office products</li><li>
Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications</li><li>
Ability to represent the Bank in a professional manner at all times</li><li>
Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis</li><li>
Flexibility on work schedule as business needs arise</li></ul><p></p><p><br>
KEY COMPETENCIES:</p><ul><li>
Excellent Customer Service Skills</li><li>
Strong Communication Skills</li><li>
Task Management</li><li>
Professionalism</li><li>
Sales aptitude demeanor</li></ul><p></p><p><br>
Essential Functions:</p><ul><li>
Sitting and standing for extended periods of time.</li><li>
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.</li><li>
Ability to converse and exchange information with all levels of staff within organization.</li><li>
Ability to observe, perceive, identify, and translate data</li><li>
Ability to travel via airplane, automobile, bus and/or train</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Company Profile</b></h2></div><div><p><b>
Please </b><b>click here</b><b> to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found </b><b>here</b><b>.</b></p><p></p><p>
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.</p><p></p><p>
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</p></div></div></div>

Sales and Service Representative

<div></div><div><div><div><p><b>JOB SUMMARY:</b><br>
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.</p><p><b><br>
RESPONSIBILITIES:</b></p><ul><li>Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer.</li><li>Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits.</li><li>Adhere to cash differences/controllable losses policy.</li><li>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.</li><li>Comply with all department and company policies, procedures, and overall security.</li><li>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.</li><li>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.</li><li>Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.</li><li>Promote and maintain positive relationships with all internal and external customers.</li><li>Responsible for keeping current and being knowledgeable in order to communicate the Bank&rsquo;s products and services to clients.</li><li>As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Qualifications</b></h2></div><div><p><b>
SKILLS/QUALIFICATIONS:</b></p><ul><li>High school diploma or equivalent.</li><li>Successful completion of the Bank&rsquo;s in-house Sales Associate Training Program.</li><li>Previous customer service contact experience is highly desired.</li><li>Ability to demonstrate a sales-oriented professional demeanor.</li><li>Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus.</li><li>Experience in handling money preferred.</li><li>Proficiency in Microsoft Office Products (Word, Excel) required.</li><li>Understanding and working knowledge of appropriate core banking system is a plus.</li><li>Detailed oriented.</li><li>Professionalism and confidentiality are essential.</li><li>Flexibility on work schedule as business needs arise.</li></ul><p><b><br>
KEY COMPETENCIES</b></p><ul><li>Customer Service</li><li>Interpersonal Skills</li><li>Dependability (Attendance &amp; Punctuality)</li><li>Task Management</li></ul><div><b><br>
Essential Functions:</b><br>
<ul><li>Sitting and standing for extended periods of time.</li><li>Ability to operate a computer keyboard, mouse, and other computer components.</li><li>Ability to reach over teller counter or desk area to receive customer transaction documents.</li></ul>
Ability to lift and carry up to twenty pounds.<br>
<ul><li>Ability to converse and exchange information with all levels of staff within organization.</li><li>Ability to observe, perceive, identify, and translate data.</li></ul></div></div></div><div><div><h2 class="jobSectionHeader"><b>
Company Profile</b></h2></div><div><p><b>
Please </b><b>click here</b><b> to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found </b><b>here</b><b>.</b></p><p></p><p>
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.</p><p></p><p>
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</p></div></div></div>

Sales Associate

<div></div><div><div><div><p>The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service.</p><p><b><br>
RESPONSIBILITIES:</b></p><p>
Service Area Responsibilities:</p><ul><li>
Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:</li><li>
With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.</li></ul><p></p><p><br>
Financial Sales Responsibilities</p><ul><li>
Responsible for keeping current and being knowledgeable of all Bank&rsquo;s products and services in order to communicate to new and existing clients.</li><li>
Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products</li><li>
Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.</li><li>
Based on customer&rsquo;s needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.</li><li>
Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.</li><li>
Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services</li></ul><p><br>
Operational/Regulatory/Security Responsibilities:</p><ul><li>
Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.</li><li>
Comply with all department and company policies, procedures and overall security</li><li>
Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.</li><li>
Work closely with other departments as necessary to troubleshoot and resolve customer situations.</li><li>
Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans</li><li>
Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations</li><li>
May be responsible for branch opening/closing procedures</li><li>
Contribute to the fulfillment of the Bank&rsquo;s objectives and goals by performing as a team member in allocating and coordinating the workflow</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Qualifications</b></h2></div><div><ul><li>
High school diploma or equivalent required, Bachelor&rsquo;s degree a plus</li><li>
Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required</li><li>
Prior experience in handling and being accountable for money is required</li><li>
Ability to successfully complete the Bank&rsquo;s in-house Training Program within a reasonable timeframe required</li><li>
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor</li><li>
Excellent verbal and written communications skills in Spanish or additional language a plus.</li><li>
Ability to perform basic math calculations is required</li><li>
Demonstrates ability to interact confidently with clients is essential</li><li>
Ability to be initiative in self-directed learning of Bank&rsquo;s products/services in order to expand and become well versed with the products/services offered.</li><li>
Excellent written and verbal communication skills</li><li>
Proficiency in Microsoft Office Products (Word, Excel) required</li><li>
Understanding and working knowledge of appropriate core banking system is beneficial</li><li>
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.</li><li>
Demonstrated professionalism is required</li><li>
Ability to travel within branch region of up to 15%</li></ul><p><b><br>
KEY COMPETENCIES:</b></p><ul><li>
Relationship and account management</li><li>
Business Development</li><li>
Accountability</li><li>
Organization and Time Management</li><li>
Collaboration</li></ul><p></p><p><br>
Essential Functions:</p><ul><li>
Sitting and standing for extended periods of time.</li><li>
Ability to reach over teller counter or desk area to receive customer transaction documents</li><li>
Ability to lift and carry up to 20 lbs</li><li>
Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.</li><li>
Ability to converse and exchange information with all levels of staff within organization.</li><li>
Ability to observe, perceive, identify, and translate data</li><li>
Ability to travel via automobile or public transportation</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Company Profile</b></h2></div><div><p><b>
Please </b><b>click here</b><b> to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found </b><b>here</b><b>.</b></p><p></p><p>
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.</p><p></p><p>
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</p></div></div></div>

Universal Banker

Join United Bank - United Bankshares, Inc. and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

United Bank - United Bankshares, Inc.

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Sales and Service Representative

Sales Associate

Universal Banker

Sales and Service Representative