Financial Sales Representative II

7 days ago


Pico Rivera, California, United States Northgate Gonzalez Markets, Inc. Full time
Job Summary

The Financial Sales Representative II position is a key role in promoting all financial services while maintaining excellent customer service and processing financial transactions accurately.

Key Responsibilities
  • Promote all financial services and provide accurate information to customers regarding the different financial services offered.
  • Operate a computer and process financial transactions accurately.
  • Responsible for all cash in custody and ensure compliance with cash handling policies and procedures.
  • Provide the highest level of customer service and ensure a positive customer experience.
  • Responsible for compliance with Bank Secrecy Act and Anti Money Laundering Regulations.
  • Courteous and pleasant to customers and team members.
Requirements and Conditions
  • Bilingual (English/Spanish) is required.
  • Excellent customer service skills are essential.
  • Experience in direct sales to customers is preferred.
  • Cash handling experience is preferred.
  • Understanding of company policies and procedures is required.
  • Ability to work a flexible schedule, including weekends and holidays as needed.
  • Ability to work under little or no supervision.
Education and Experience
  • High school diploma is required.
Physical Demands and Conditions

The physical demands of this role include sitting, standing, and using hands to handle objects, tools, or controls. The employee must frequently walk, talk, or hear, and reach with hands and arms. Occasional crouching or kneeling may be required. The employee must occasionally exert or lift up to __ pounds carrying boxes of records and forms and frequently exert or lift moderate amounts of weight. Specific vision abilities are required, including close vision and the ability to adjust focus. The work environment is typical of an office and retail store.

Northgate Markets is an equal opportunity employer and welcomes applications from qualified candidates. All applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.



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