Counterperson

UNITED REFRIGERATION, INC.; San Carlos (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

UNITED REFRIGERATION, INC. is seeking a customer-focused service associate to greet customers, handle inquiries, and process orders for HVAC and refrigeration products.

The role involves using a computer for invoicing and purchasing, stocking duties, and maintaining a clean, safe work area. Ideal candidates will have basic HVAC knowledge, be able to work overtime and Saturdays as needed, and participate in product seminars to stay current with offerings.

Qualifications

• Basic knowledge of heating, air conditioning and refrigeration.
• Learn and understand United’s product offering as well as rest of industry.
• Attend product seminars provided in-house and trade education groups (RSES, ACCA, ARW, etc.) and vendors.
• Overtime and Saturdays as required by location and season.

Responsibilities

• Greet customers promptly and courteously by name (if known).
• Answer telephones promptly identifying yourself and the company.
• Provide professional and knowledgeable assistance to customers.
• Process customer orders accurately and timely, including invoicing, credits, returns, and replenishment.
• Enhance customer orders by suggesting additional products.
• Use computer for invoicing, credits, returns, procurement, and cash handling.
• Load and unload vehicles using proper equipment; break down and stock.
• Maintain neat and safe store/warehouse area and follow safety rules.
• Participate in After Hours Emergency Call rotation to assist customers when branch is closed.
• Keep vendor catalogs, price sheets, MSDS sheets up to date.

Skills

Customer service

Communication

Cross-selling

Teamwork

Education

High school diploma or equivalent

Tools

POS system

Computer literacy

Job description

Overview

Provide customers with prompt, knowledgeable, and courteous service.

Responsibilities

Essential Job Functions

• Greet customers promptly and courteously by name (if known)
• Answer telephones promptly and courteously identifying yourself and the company
• Provide professional and knowledgeable assistance to customers
• Provide accurate and timely execution of customer’s orders, requests and other services
• Enhance customer orders by asking if other products are needed that were not specifically requested
• Use computer to do invoicing, credits, returns, reclaim, product procurement/replenishment, cash box reconciliation etc.
• Load and unload company, customer and outside carrier vehicles using proper equipment
• Break down and put away stock
• Regular and punctual attendance
• Participate in the After Hours Emergency Call rotation to assist customers when the branch is closed

Other Job Functions

• Follow-through/follow-up on promises and commitments made to customers
• Make deliveries as needed
• Assist in maintaining a clean and safe work environment inside and out; i.e., empty trash, sweep floors, clean bathroom(s), etc.
• Maintain current vendor catalogs, cross-references, price sheets, literature and specification data, and MSDS sheets
• Perform related jobs as required

Qualifications

Physical Demands

• Requires moving, lifting, and carrying up to 75 pounds
• Requires prolonged standing, bending, stooping, stretching and ability to climb ladders
• Requires exposure to chemicals and solvents
• Requires manual dexterity and eye-hand coordination for data input

Skills and Abilities

• Ability to cross-reference and recommend substitute products
• Ability to get along with customers and other employees, follow directions and work under pressure

Equipment

• Must be able to operate computer and other office machines such as fax, calculator, photocopier and so on
• Fork lift

Education/Knowledge

• Basic knowledge of heating, air conditioning and refrigeration
• Learn and understand United’s product offering as well as rest of industry
• Attend product seminars provided in-house and trade education groups (RSES, ACCA, ARW, etc.) and vendors.

Work Conditions

• Overtime required during off-season and mandatory during season and inventory
• Saturdays as required by location and season.
• Heated store area
• Unheated warehouse area
• Concrete floors