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Sales and Service Representative
United Bank Washington, DC

Sales and Service Representative

United Bank
Washington, DC
  • Full-Time
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.

  • 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


  • 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
  • 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 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.
  • Ability to observe, perceive, identify, and translate data
  • Ability to travel via airplane, automobile, bus and/or train

Company Profile

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.


United Bank

Washington, DC
20003 USA



Posted date

November 03, 2023
View All United Bank Jobs

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