Sales Assistant

Job Description Job Description We are offering a permanent employment opportunity for a Sales Assistant for our client in the banking industry in Walnut Creek, California. This role primarily involves managing account transactions, providing assistance to clients in choosing services and products, and performing administrative tasks within the industry. Sales Assistant Responsibilities: • Actively promote and sell services and products to customers. • Handle account transactions with a high level of accuracy and efficiency. • Use CRM and other banking software to open, maintain, and close accounts as needed. • Answer inbound calls promptly and professionally. • Ensure compliance with all relevant regulations and laws in the course of duties. • Use data processing skills to manage cash activity and handle cash appropriately. • Exhibit strong written communication skills in all customer interactions. • Maintain a high level of customer service and interpersonal skills in a fast-paced environment. • Create accounts, demonstrating expertise in both consumer and business account creation. • Utilize the Microsoft Suite and other relevant software in performing daily tasks. If you are interested in this Sales Assistant role, please submit your resume today • Proficiency in CRM software to manage customer relationships effectively. • Experience in data processing to analyze sales metrics and customer data. • Ability to answer inbound calls promptly, providing excellent customer service. • Understanding of buying processes to meet customers' needs and boost sales. • Experience in cash activity and cash handling to manage transactions accurately. • Ability to create new accounts for customers, ensuring a smooth onboarding process. • Excellent written communication skills to correspond with customers professionally.

Location: Walnut Creek, CA, US

Posted Date: 4/4/2025