Counterperson

United Refrigeration, Inc.; San Carlos (CA); Hybrid; USD 42,000 - 60,000; Full time

Job summary

United Refrigeration, Inc. is seeking a customer-oriented associate to greet customers, assist with orders, and help maintain accurate invoicing and stock. You will handle calls, help with product procurement, and ensure timely execution of customer requests.

The role requires knowledge of heating, air conditioning, and refrigeration basics, willingness to learn United’s product offering, and the ability to work in a fast-paced environment with occasional overtime.

Qualifications

• Basic knowledge of heating, air conditioning and refrigeration.
• Learn United’s product offering and industry context.
• Attend in-house product seminars and trade education groups.

Responsibilities

• Greet customers promptly and courteously by name when known.
• Answer telephones promptly identifying yourself and the company.
• Provide professional and knowledgeable assistance to customers.
• Process customer orders accurately and timely.
• Suggest additional products to complete orders.
• Use computer for invoicing, credits, returns, and stock tasks.
• Load/unload vehicles using proper equipment.
• Maintain stock organization and cleanliness.
• Attend to overtime and inventory requirements.

Skills

Substitute products

Customer relations

Education

HVAC/R knowledge

In-house seminars knowledge

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