Sales and Service Representative

Date: Jul 5, 2024

Location: Morgantown, WV, US, 26508

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.



  • 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

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United’s Mission, Values and Culture can be found here.


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.


Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Nearest Major Market: Morgantown

Job Segment: Customer Service Representative, Bank, Banking, Sales Rep, Outside Sales, Customer Service, Finance, Sales