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Financial Sales Representative

2 months ago

Anaheim, 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 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.

Requirements and Conditions:

  • 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.

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 exert up to __ pounds carrying boxes of records and forms and frequently exert or lift moderate amounts of weight. Specific vision abilities include close vision and the ability to adjust focus.

Equal Opportunity Employer:

Northgate Markets is an equal opportunity employer and welcomes qualified applicants from diverse backgrounds. All qualified 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.