MSB Sales Associate
About The Position
The MSB Sales Associate promotes Cardenas MSB products and services through excellent customer service while ensuring compliance with applicable regulations, operating procedures, and policies. The role focuses on profitably growing sales by welcoming customers, explaining products and services, answering questions, recommending related products, and creating a pleasant customer experience. The associate conducts and records transactions in the POS and is accountable for sales, cash, and transactions recorded on their behalf. The associate follows departmental training manuals and standard operating procedures, keeps required AML and BSA certifications current, completes assigned anti-money-laundering training, and follows company policies, Bank Secrecy Act and Anti-Money Laundering regulations, and business-partner requirements. The role also includes maintaining the work area and equipment, safeguarding cash, inventorying services in custody, keeping the supervisor informed of issues requiring intervention, and carrying out other assigned work-related duties. The employee is expected to support a positive work environment, handle confidential information, work with little or no supervision and under pressure, and be willing to cover a flexible work schedule. The work environment is typical of an office.
Requirements
- High school diploma.
- Fluent in Spanish.
- Excellent communication skills.
- Knowledge of computer navigation and software.
- Attentive and friendly demeanor.
- No criminal record.
- Ability to work under little or no supervision.
- Ability to work under pressure and multitask in a fast-paced, constantly evolving environment.
- Ability to handle confidential information.
- Ability to sit, stand, and use hands to handle objects, tools, or controls.
- Close vision and ability to adjust focus.
Nice To Haves
- Sales experience.
- Cash-handling experience.
- Bilingual in Spanish and English.
- Financial services experience.
Responsibilities
- Promote Cardenas MSB products and financial services to customers and work to increase sales.
- Welcome customers, explain products and services, answer questions, and provide excellent customer service.
- Recommend related products to give customers additional options and strengthen their relationship with Cardenas.
- Follow departmental training manuals, standard operating procedures, company policies, and applicable compliance requirements.
- Maintain required AML and BSA certifications and attend assigned AML training; successfully pass the designated AML compliance exam.
- Conduct financial transactions using the POS and operate a computer and assigned office equipment effectively.
- Safeguard cash arising from financial transactions and remain accountable for sales, cash, and transactions recorded on their behalf.
- Maintain the work area and equipment in optimal condition and report needed maintenance or repairs.
- Inventory services held in custody.
- Keep the supervisor informed of events that may require intervention.
- Help maintain a positive work environment and perform other work-related duties as assigned.
- Be willing to cover a flexible work schedule.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
