Bilingual Sales Associate

Barri Financial Group; Phoenix (AZ); On-site; USD 29,000 - 42,000; Full time

Job summary

Barri Financial Group in Phoenix, AZ seeks a customer-focused professional to handle cash transactions, assist customers with loans and money orders, and promote additional company products. Bilingual Spanish/English skills are required, with high attention to detail and accuracy in cash handling.

The role involves opening or maintaining a sales floor or service booth, meeting compliance standards, and providing excellent service to drive customer satisfaction in a fast-paced environment.

Qualifications

• High School Diploma or GED required.
• Must speak Spanish fluently with at least basic English.
• Ability to operate keyboard and mouse.
• Detail oriented with money handling and currency calculations.

Responsibilities

• Process wires, cash checks, loans, and sell company products such as money orders and bill payments.
• Serve as first point of contact for customers in person or by phone.
• Count and balance cash drawers; verify balances in the system.
• Cross-sell additional company products and services to meet customer needs.
• Maintain compliance with company, state, and federal policies; protect client confidentiality.
• Keep records of shift transactions using company systems.
• Support marketing initiatives and promotions while maintaining professional branding.
• Perform other tasks as assigned by management.

Skills

Verbal communication

Written communication

Customer service

Cash handling

Detail orientation

Team player

Attention to compliance

Education

High School Diploma or GED

Job description

741001
3261 E MCDOWELL ROAD
PHOENIX, AZ 85008, USA

741001
3261 E MCDOWELL ROAD
PHOENIX, AZ 85008, USA

KEY 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

• 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.

Qualifications

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.