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Financial Sales Representative

2 months ago

Santa Ana, California, United States Northgate Markets Full time

Job Summary:

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.
  • Operate a computer and process financial transactions accurately.
  • Responsible for all cash in custody and 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.
  • Advise supervisor of any events that may require intervention.
  • Comply with Bank Secrecy Act and Anti-Money Laundering Regulations.

Requirements and Conditions:

  • Bilingual (English/Spanish) skills.
  • 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 and Experience:

  • 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. Some requirements may be modified to accommodate individuals with disabilities.

While performing the duties of this job, the employee is regularly required to sit, stand, and use hands to handle, finger, or feel objects, tools, or controls.

The employee must frequently walk, talk, or hear, and reach with hands and arms; occasionally, the employee must 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.

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