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Bilingual Sales Associate - North East Houston

Barri Financial Group

Job Description

Job Description

Sales associates are the primary customer-facing personnel who provide fast, efficient, and professional service while accurately managing transactions. This role focuses on delivering outstanding customer service while accurately managing transactions such as wires, check cashing, loans, money orders, bill payments, and top-ups, lottery tickets and online sales. The Sales Associate is responsible for handling and balancing cash drawers, maintaining confidentiality of customer information, and ensuring compliance with company, state, and federal regulations. Additionally, this position identifies cross-selling opportunities, provides prompt and professional assistance with customer inquiries, and proactively enhances the company’s acceptance and branding in the market.

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.

    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.

KEY RESPONSIBILITIES:

Transaction Processing

  • Wires, cash checks, loans, and sell various company products like money orders, bill payments, lottery tickets and online sales, top- ups and reloads. 

Customer Service

  • Serve as the first point of contact for customers, answer questions, and direct them to the appropriate for their needs. 

Cash Management

  • Each shift associate must count and balance cash drawers, verify balance with the system, and handle cash responsibly to prevent errors and maintain accuracy. Process deposits from and to the bank. Handling of cash received and delivering by agents.

Cross-Selling

  • Identify and recommend additional company products and services that meet customer needs, cross-selling focused on meeting goals. Use available company materials (flyers or prizes) to promote and offer the company's products.

Compliance & Security

  • Comply with company, state and federal policies and regulations, maintain client confidentiality and identify and report any inappropriate or suspicious activity.

Record Keeping

  • Keep track of all shift transactions and other relevant information using the company's systems or procedures.

Marketing & Promotion

  • Support company marketing initiatives when required, such as distributing flyers, sharing promotional materials with customers, or assisting with in-store and out-of-store campaigns, always ensuring professionalism and alignment with company branding.

Other Tasks

  • Other tasks of a similar nature, scope, or level of responsibility as assigned by Management (e.g., assisting with in-store and out-of-store promotions, supporting marketing initiatives, or helping with operational improvements).

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.

 

 

Benefits We Offer:

1. Medical, dental, and vision insurance 

2. Retirement plan: 401(k) 

3. Paid training 

4. Free life insurance 

5. Free long-term disability insurance 

6. Growth opportunities 

7. Employee referral bonus 

8. Paid time off (PTO) 

9. **Incentive plan: to be discussed with the manager** 

 

REQUISITOS CLAVE:
Experiencia y requisitos mínimos:

Los asociados de ventas son el personal que interactúa directamente con los clientes, brindando un servicio rápido, eficiente y profesional, al tiempo que gestionan las transacciones con precisión. Este puesto se centra en ofrecer una atención al cliente excepcional y en procesar correctamente operaciones tales como transferencias, cambio de cheques, préstamos, giros postales, pago de facturas, recargas, venta de boletos de lotería y ventas en línea. El asociado de ventas es responsable de manejar y cuadrar las cajas registradoras, mantener la confidencialidad de la información de los clientes y garantizar el cumplimiento de las normativas de la empresa, así como de las leyes estatales y federales. Asimismo, identifica oportunidades de venta cruzada, ofrece asistencia rápida y profesional ante las consultas de los clientes y promueve de manera proactiva la aceptación y el posicionamiento de la marca en el mercado.

 

Diploma de escuela secundaria (High School) o GED.
Debe hablar español con fluidez y tener al menos un nivel básico de comunicación en inglés.
Habilidad para utilizar el teclado (letras y números) y el ratón de la computadora.
Atención al detalle, especialmente al leer, escribir y contar números y dinero.

 

COMPETENCIAS CLAVE:


Usted será responsable de impulsar los resultados y el desarrollo de la organización. Para tener éxito en este puesto, debe poseer al menos las siguientes competencias clave:
Sólidas habilidades de comunicación verbal y escrita para interactuar constantemente con los clientes, ya sea en persona o por teléfono.
Pasión por brindar un servicio al cliente excepcional.
Capacidad para analizar las necesidades de los clientes, asesorar sobre tarifas y hacer recomendaciones.
Capacidad para recopilar información clave y encontrar soluciones para nuestros clientes.
Mantenimiento de la confidencialidad de la información del cliente.
Capacidad para gestionar un gran volumen de transacciones en efectivo.
Espíritu de equipo, colaboración y orientación al servicio.
Mantenimiento de un entorno de trabajo limpio y organizado.
Conocimiento y aplicación de los procedimientos vigentes para cumplir con las normas y directrices.
Otras tareas asignadas por la dirección.

  Exigencias del trabajo

Entorno de oficina.
Área de ventas abierta o módulo de atención al cliente en un supermercado.
El entorno de este puesto puede variar según la ubicación de la tienda. Se espera un nivel de ruido moderado propio de los locales comerciales.


RESPONSABILIDADES CLAVE:

Procesamiento de transacciones

Gestión de transferencias, cobro de cheques, préstamos y venta de diversos productos de la empresa, tales como giros postales, pago de facturas, boletos de lotería, ventas en línea y recargas de saldo.

Atención al cliente

Actuar como primer punto de contacto para los clientes, responder preguntas y dirigirlos al área adecuada según sus necesidades.

Gestión de efectivo

Cada empleado debe contar y cuadrar las cajas registradoras, verificar el saldo con el sistema y manejar el efectivo de manera responsable para evitar errores y garantizar la precisión. Procesar depósitos bancarios (entradas y salidas) y gestionar la entrega y recepción de efectivo.

Venta cruzada

Identificar y recomendar productos y servicios adicionales de la empresa que satisfagan las necesidades del cliente, enfocándose en la venta cruzada para alcanzar los objetivos. Utilizar los materiales disponibles (folletos o premios) para promocionar y ofrecer los productos de la empresa.

Cumplimiento y seguridad

Cumplir con las políticas y normativas de la empresa, así como con las leyes estatales y federales; mantener la confidencialidad del cliente e identificar y reportar cualquier actividad inapropiada o sospechosa.

Registro de información

Llevar un registro de todas las transacciones del turno y otra información relevante utilizando los sistemas o procedimientos de la empresa.

Marketing y promoción

Apoyar las iniciativas de marketing de la empresa cuando sea necesario, como distribuir folletos, compartir material promocional con los clientes o colaborar en campañas dentro y fuera de la tienda, garantizando siempre el profesionalismo y la coherencia con la imagen de marca de la empresa.

Otras tareas

Otras tareas de naturaleza, alcance o nivel de responsabilidad similares asignadas por la dirección (p. ej., colaborar en promociones dentro y fuera de la tienda, apoyar iniciativas de marketing o ayudar en mejoras operativas).

Exigencias físicas

Estar sentado y utilizar computadoras, teléfono y calculadora con frecuencia.
Manipulación manual: uso de las manos para agarrar, organizar, girar objetos y acciones similares (del 20 % al 50 % del tiempo).
Observar, escuchar y hablar con clientes y compañeros de trabajo (70 % del tiempo).
Estar sentado: 80 % del tiempo.
Estar de pie o caminar: del 1 % al 20 % del tiempo.
Inclinarse o agacharse: del 1 % al 20 % del tiempo.
Estar de pie y/o cargar objetos de hasta 20 libras (del 1 % al 5 % del tiempo).
Empujar o tirar de objetos de hasta 20 libras (del 1 % al 5 % del tiempo).
Periodos prolongados sentado.
Observar y escuchar.
Limpiar y organizar según sea necesario.
Captura de datos: del 20 % al 35 % del tiempo.

 

  Beneficios que ofrecemos:

1. Seguro médico, dental y de la vista 

2. Plan de jubilación: 401(k) 

3. Capacitación remunerada 

4. Seguro de vida gratuito 

5. Seguro gratuito de discapacidad a largo plazo 

6. Oportunidades de crecimiento 

7. Bono por recomendación de empleados 

8. Tiempo libre remunerado (PTO) 

9. **Plan de incentivos: a tratar con el gerente**

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