Personal Financial Representative (Business and Financial Operations)

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

Sell services to individuals or businesses. May describe options or resolve client problems.

Take responsibility for the end-to-end management of the branch, including minor repairs, customer service, total sales, and employee morale. Assist in managing the payroll and leave the management of the branch employees. Manage all operations and administrative duties of the branch. Develop annual budgets and manage the operational expenses. Provide coaching and training to the branch staff. Identify areas of improvement and lead initiatives to increase productivity and profitability. Engage customers and resolve their complaints personally when needed. Ensure all legal regulations are being met in the facility. Hire, train, and let go of employees as needed.

Perform routine administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.

Directly supervise and coordinate activities of workers engaged in preparing and serving food.

Communicate directly with existing and potential clients to understand their needs and make product or service recommendations. May need to make cold calls, assist in setting sales goals and strategies, handle complaints, and conduct negotiations.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

Interact with customers, business executives, and stakeholders while managing and preparing sales reports. Responsible for identifying new business opportunities and assisting customers with their needs.