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Financial Services Representative
2 months ago
The Financial Sales Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional 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, with the primary objective of increasing sales.
- 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.
- Bilingual (English/Spanish) proficiency.
- Excellent customer service skills.
- Experience in direct sales to customers preferred.
- Cash handling experience preferred.
- Understanding of company policies and procedures.
- Ability to work a flexible schedule, including weekends and holidays as needed.
- Ability to work under little or no supervision.
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- While performing the duties of this job, the employee is regularly required to sit, stand, and use the hands to handle, finger, or feel objects, tools, or controls.
- The employee must frequently walk, talk, or hear, and reach with the hands and arms.
- The employee must occasionally crouch or kneel.
- 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.
- Successful performance requires specific vision abilities that include close vision and the ability to adjust focus.
