Barri Financial Group ยท 8 hours ago
Bilingual Sales Associate/ Asociado de Ventas Bilingue/ Cathedral City, CA
Cathedral City, CA
Full-time
Onsite
New Grad, Entry LevelBarri Financial Group is a company dedicated to providing superior quality non-banking financial services to the population in the United States. The Bilingual Sales Associate will focus on delivering outstanding customer service and enhancing the company's branding while managing transactions and client interactions.
BankingConsultingFinancial Services
Responsibilities
Serve as a key representative of the organization to external clients
Deliver outstanding customer service through daily interactions with clients
Proactively enhance the company acceptance and branding in the market
Apply best practices and processes during transactions and services provided
Analyze customer needs, advise about rates, and make recommendations
Gather key information to find solutions for customers
Maintain confidentiality of customer information
Manage large amounts of cash transactions
Maintain a clean and organized work environment
Maintain and apply current procedural knowledge for compliance guideline standards
Other tasks as assigned by management
Qualification
Required
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
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
Shows accountability and care to avoid errors and to manage the company and customers assets always
Maintains a clean and organized work environment
Maintains and applies current procedural knowledge for compliance guideline standards
Other tasks as assigned by management
Company
Barri Financial Group
Barri Financial Group is a financial services firm headquarted in the state of Texas.
Founded in 1984
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase