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Sales and Service Representative

Job Description
The Sales & Service Representative provides professional, courteous and prompt service to all customers, has a 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. May perform all phases of Sales Associate operations as needed.


  • Keeps 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;
  • Takes responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans;
  • Ensures delivery of excellent customer service throughout the Bank by adhering to sales and at 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;
  • Maintains dual control on all vaults/safes containing cash/negotiables, if applicable;
  • May perform all phases of Sales Associate operations as needed
  • 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

  • High School Diploma or equivalent required, bachelor's degree preferred.
  • Minimum one (1) year customer service experience 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


  • Excellent Customer Service
  • Strong Communication Skills
  • Task Management
  • Professionalism
  • Sales aptitude demeanor

  • 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
With over 175 years of experience, United Bank is one of the region's premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets.

At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work.

United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.

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  • Company: United Bank
    (view all jobs of this company)
  • Location: Woodstock
  • State: VA
  • Category: Sales
  • Posted on: Jun-03-2019
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