What are the responsibilities and job description for the North East Dallas - Texas position at Barri Financial Group?
SUMMARY: The Sales Associate will serve as a key representative of the organization to our external clients. This role will focus on delivering outstanding customer service through daily interactions with clients while creating value for the organization and for our clients. This person will proactively enhance the company acceptance and branding in the market while applying best practices and processes during the transactions and services provided.
I. KEY REQUIREMENTS:
Minimum experience and requirements:
· High School Diploma or GED.
· Must speak Spanish fluently and at least basic English communication.
· Ability using computer’s keyboard (letters and numbers) and computer mouse.
· Detail oriented especially when reading, writing, and counting numbers and currency.
II. KEY COMPETENCIES:
You will be responsible for driving the results and development of the organization. To be successful in this role, you must have at least the following key competencies:
· Strong verbal & written communication skills for constant interaction with customers in person or by phone.
· Passion to provide outstanding customer service.
· Ability to analyze customer needs, advises about rates, & make recommendations.
· Ability to gather key information to find solutions for our customers.
· Maintains confidentiality of customer information.
· Ability to manage large amounts of cash transactions.
· Team player, collaborator, and service oriented.
· Maintains a clean and organized work environment.
· Maintains and applies current procedural knowledge for compliance guideline standards.
· Other tasks as assigned by management.
Work Demands
• Office Environment.
• Open sales floor or a supermarket customer service booth.
• The environment in this position may vary based on the location of the store. It is expected that the noise level in commercial locations is at a moderate level.
Physical Demands
• Frequent sitting and operating of computers, phone, calculator.
• Hand manipulation: Use of hands to grab, organize, turn things, and related (20% to 50% of the time).
• Observing, listening, and talking to customers and coworkers (70% of the time)
• Sitting: 80% of the time.
• Standing/Walking: 1% to 20% of the time)
• Inclined/Bending: 1% to 20% of the time)
• Standing and/or carrying things up to 20 lbs. (1% to 5% of the time)
• Pushing/Pulling up to 20 lbs. (1% to 5% of the time)
• Extended sitting hours.
• Observing and listening.
• Cleaning and organizing as needed.
• Capture data: 20% to 35 of the time.
