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Financial Sales Representative

2 months ago

Santa Ana, California, United States Northgate Markets Full time

Job Title: Financial Sales Representative II

Job Summary:

The Financial Sales Representative II position is responsible for promoting all financial services while maintaining excellent customer service and processing financial transactions accurately.

Key Responsibilities:

  • Promote all financial services and advise accurate information to customers regarding the different financial services offered.
  • Operate a computer and process financial transactions accurately.
  • Responsible for all cash in custody.
  • Provide the highest level of customer service.
  • Comply with policies and procedures manual of cash handling, check cashing, money transfers, cash cards, bill payments, and money orders.
  • Responsible for monetary services under custody.
  • Advise supervisor of any event that may require intervention.
  • Comply with Bank Secrecy Act and Anti-Money Laundering Regulations.

Requirements and Conditions:

  • Bilingual (English/Spanish).
  • 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.

Education/Experience/Skills:

  • High school diploma required.

Physical Demands and Conditions:

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.

Work Environment:

The work environment is typical of an office and retail store.