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Financial Services Back Up- San Diego (Floater)

Company: Northgate Gonzalez
Location: Anaheim
Posted on: October 15, 2020

Job Description:

JOB SUMMARY:

Assist District DM in covering time off and emergencies at the district level

ESSENTIAL DUTIES AND RESPONSIBILITIES : Deal with and maintain confidential information.

Willingness to fulfill a flexible work schedule.

Adapt to different store environments including facilities.

Responsible for delivering appropriate information to the customer regarding the different financial services with the main objective of increasing Sales.

Responsible for promoting all financial services we offer with each customer that visit the store.

Operate a computer and process all the financial transactions effectively.

Understanding of how to operate assigned office equipment, and other duties.

Responsible for the Safekeeping of the cash originated from all financial transaction.

Responsible for providing the highest level of customer service to all our customers.

Responsible for compliance with the manual of policies and procedures.

Responsible for compliance with Bank Secrecy Act and Anti Money Laundering Regulations.

Responsible for inventory services under custody.

Responsible for maintaining the supervisor informed of any event that might require his/her intervention.

Build and maintain positive relationships with customers and associates internally and externally.

Perform all other work-related duties as assigned.

Position Profile: High school diploma required; or equivalent education.

Minimum 6 months with the company.

Excellent communications skills.

Knowledgeable in computer navigation and software.

Focus on“Positive Customer Experience.”

Be very attentive.

Ability to accommodate a flexible schedule.

Previous sales experience.

Must have cash handling experience.

Ability to work under little or no supervision.

Ability to work under pressure.

Valid CA Driver License.

Maintain confidential information.

Ability to speak, read and write both English and Spanish efficiently to understand conversations, company manuals, forms, policies and procedures and other documents.

Ability to maintain physical condition and stamina to perform assigned duties and responsibilities which may include sitting for extended periods of time and operating assigned office equipment.

Physical Demands and Work Conditions

The physical demands and work conditions 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 occasionally exert or lift up to 10 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.

Work schedule may vary; often required to work overtime and attend periodic sales meetings; may have to work weekends to meet deadlines.

The job requires the ability to travel.

The work environment is that typical of an office and retail store. The noise level in the work environment is usually quiet.

IMPORTANT DISCLAIMER NOTICE

The job duties, elements, responsibilities, skills, functions, experience, educational factors, and the requirements and conditions listed in this job description are representative only and not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change. SDL2017

Keywords: Northgate Gonzalez, Anaheim , Financial Services Back Up- San Diego (Floater), Other , Anaheim, California

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