Financial Sales Representative

3 days ago

Santa Ana, California, United States Northgate Markets Full time

**Job Summary:**

The Financial Sales Representative II position at Northgate Markets demonstrates sales techniques to promote 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, with the main objective of increasing sales.

• Operate a computer and process financial transactions accurately.

• Responsible for all cash in custody.

• Provide the highest level of customer service.

• Ensure compliance with policies and procedures manual of cash handling, check cashing, money transfers, cash cards, bill payments, and money orders.

• Advise supervisor of any event that might require their intervention.

• Ensure compliance with Bank Secrecy Act and Anti-Money Laundering Regulations.

• Maintain a courteous and pleasant demeanor with customers and team members.

**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 based on company need.

• Ability to work under little or no supervision.

**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 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 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.

**Northgate Markets is an Equal Opportunity Employer:**

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.

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