Branch Clerk

Contact information

• Job Category Clerical, Customer Service, Data Entry
• Industry Office, HVAC, Wholesale
• Employee Type FT Non-Exempt

The Branch Clerk will perform routine clerical duties to support the branch and organization.

• Answering phone with speed, efficiency, courtesy and friendliness, routing calls to appropriate Branch Personnel and taking messages as needed.
• Copies, sorts, and files records related to office activities, business transactions, and other matters.
• Sorts incoming mail and distributes to appropriate individuals; processes outgoing mail.
• Prepare and Balance Daily Cash Reports and Deposits
• Maintains files and filing systems in accordance with departmental policies and procedures.
• Maintain and order Branch Office Supplies
• Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
• Prepares letters, memos, forms, and reports according to written or verbal instructions.
• Other duties as assigned

Candidate must possess excellent sales and customer service skills. Excellent communication skills. Ability to work as part of a team and learn the products, terminology, and general use of HVAC equipment. Data entry skills required. Proficient with Microsoft Office Suite or related software Prior industry knowledge and experience preferred.

• Prolonged period of sitting at a desk and working on a computer
• Ability to build and maintain relationships with clients
• Consistently follows procedures and adheres to standards
• Must be able to understand and interpret a variety of instructions furnished in written and oral form and follow directions.
• Must be able to communicate effectively orally and in writing
• Ability to understand product codes and terminology
• Calculate and count
• Analyze facts and determine next course of action
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Thorough understanding of office practices and procedures; knowledge of or ability to quickly learn any applicable departmental or organizational rules and regulations.
• Ability to type at least 45 WPM.
• Ability to operate a calculator or ten-key by touch.

Must work as part of a team in an open office area with noise and distractions.

• Medical Insurance
• Vision Insurance
• Flexible Spending Account/Health Savings Account