Sales Associate Supervisor

Job Summary

The Sales Associate Supervisor is responsible for supervising the Sales Associate staff to ensure all tasks and assignments are completed in their area of responsibility and meeting assigned deadlines. The Sales Associate Supervisor is responsible for the scheduling of sales associates. This position is responsible for referring and selling Bank products and services as well as coaching sales associates to refer and sell Bank products and services.

• Contributing to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans.
• Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards.
• Operate with accuracy and efficiency with core banking systems and process transactions with a sales associate cash drawer.
• Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards.
• Maintain knowledge of bank products to recommend appropriate products/services to customers and refer business to other areas within the Bank as appropriate.
• General oversight of Sales Associate level staff, including scheduling of work hours, training, assisting with complex tasks and communicating operational procedures and ensuring compliance with Bank policies and procedures.
• Maintain vault cash, buy and sell currency from sales associates to maintain established cash drawer limits.
• Accept deposits, verify cash deposits, endorsements and comply with Regulation CC requirements and bank deposit policies.
• Process night depository, ATM, and mail deposits, if applicable.
• 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.
• Order and ship currency within compliance of branch cash limits.
• Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits.
• Maintain all security and inventory logs for the branch, ensure completion of monetary logs and CTRs.
• As business needs arise, open and/or close the branch and may require working hours outside normal scheduled hours.

• High School diploma or equivalent is required.
• Minimum of one (1) year of professional working experience, preferably in a Banking environment.
• Demonstrate working knowledge of core banking system if prior working experience is not in the Banking field.
• Prior supervisory experience is highly desired with demonstrated ability to lead staff members.
• Demonstrate a sales-oriented professional demeanor.
• Excellent communication skills; verbal and written communications skills in Spanish or an additional language is a plus.
• Demonstrate excellent customer service and interpersonal skills.
• Interact effectively with customers in a confident, professional, mature, and courteous manner.
• Proficiency in Microsoft Office Products required.
• Efficiently operate standard office equipment, including a computer, copier, fax, and calculator required.
• Demonstrate problem solving ability, good analytical and math skills.
• Organization skills and ability to multi-task in a fast-paced environment is essential.
• Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing.
• Flexibility on work schedule as business needs arise.

• Customer Service
• Interpersonal Skills
• Leadership Skills
• Communications Skills

• Standing and sitting for extended periods of time.
• Efficiently operate a computer keyboard, mouse, and other computer components.
• Converse and exchange information with all levels of staff within the organization.
• Observe, perceive, identify, and translate data.

Company Profile:
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.

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.