MSB Sales Associate

Heritage Grocers Group•East Palo Alto, CA

About The Position

The MSB Sales Associate promotes Cardenas MSB products and services through excellent customer service while following compliance regulations, operating procedures, and company policies. The role focuses on profitably growing sales by welcoming customers, explaining products and services, answering questions, recommending related products, and ensuring a pleasant customer experience. The associate processes and records transactions in the POS, follows departmental training manuals and SOPs, maintains required AML and BSA certifications, and is accountable for sales, cash, and transactions recorded on their behalf. The associate provides accurate information about financial services, supports efficient and effective operations, maintains cash and services in their custody, and keeps the work area and equipment in good condition. The role also requires attending assigned anti-money-laundering training, passing the designated compliance exam, communicating relevant issues to a supervisor, and contributing to a positive team environment. Other work-related duties may be assigned.

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 with little or no supervision.
Ability to work under pressure in a fast-paced, constantly evolving environment and handle multiple tasks.
Ability to deal with confidential information.
Willingness to cover a flexible work schedule.

Nice To Haves

Sales experience.
Cash-handling experience.
Bilingual ability in Spanish and English.
Financial services experience.

Responsibilities

Promote Cardenas financial services to customers and work to increase sales.
Welcome MSB customers, explain products, answer questions, and provide a pleasant customer experience.
Recommend related products and provide appropriate information about financial services.
Follow departmental training manuals, standard operating procedures, company policies, and applicable Bank Secrecy Act and Anti-Money Laundering regulations and business-partner requirements.
Pass the designated anti-money-laundering compliance exam and attend training assigned by the compliance team.
Maintain required AML and BSA certifications.
Conduct and register financial transactions in the POS and operate a computer and assigned office equipment.
Be accountable for sales, cash, and transactions recorded on the associate’s behalf; safeguard cash from financial transactions.
Maintain inventory of services under custody.
Keep the work area and equipment in optimal condition and report needed maintenance or repairs.
Keep the supervisor informed of events that may require intervention.
Maintain a positive work environment and positive team relationships.
Perform other work-related duties as assigned.