Branch Manager Trainee CA

May include:

•  Help build branch sales by contributing to outbound calling, maintaining customer accounts, and driving new business.  Inform customers of product launches, services and programs to grow walk-in business over the counter.  Conduct outbound calls to existing and lost customer accounts. 


• Maintain sales programs within assigned territory by keeping customers informed about available services, supplies, prices and new products.


• Provide excellent customer service via walk-ins, phone calls and e-mails.


• Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates. Ensure accuracy of information being entered to guarantee correct item(s) are ordered.


• Periodically reach out to customers to determine satisfaction with the organization, products and services.


• Maintain records, prepare reports on sales activities and manage inventory levels.


• Expand knowledge of HVAC products and keep current with latest trends within the industry.


• Learn the roles and responsibilities of all functions within the branch including CSRs/Inside Sales Representatives, Warehouse Associates, Drivers and Branch Manager.




• CSR - Counter duties: Face-to-face interaction with customers, complete transactions using Mincron; etc.


• Warehouse duties: safely operate a forklift, proper and safe loading/unloading and stacking techniques, filling customer orders – Will Call; etc.


• Driver duties: delivery process, documentation procedures, DOT regulations and internal safety protocols.


• Branch Manager duties: Learn employee relations, timekeeping, inventory control, asset protection; etc.




• Work positively with all levels of management and peers to ensure all departments are working as an effective team to deliver the highest level of service possible.


• Ensure branch showroom is adequately stocked, cleaned and organized.


• Ensure the warehouse is organized, clean, and safe.


• Perform other duties as assigned.

Nature and Scope:

• Possesses a broad theoretical job knowledge typically obtained through advanced education.


•   Performs structured work assignments and ensures all company policies and procedures are followed.  Work is closely supervised.


• Problems faced are typically neither difficult nor complex.


• Explains facts, policies and practices related to job area.

Knowledge & Skills:

• Knowledge of MS Office including Word, Excel and Power Point.


• Ability to learn and demonstrate knowledge of the complete operations of the branch in a period of 8-12 months and be ready to move into a Branch Manager position when training is complete.


• Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and email.


• Positive, professional attitude, handling difficult customers with ability to diffuse negative situations.


• Develops rapport and exhibits effective listening skills including a high level of professionalism – patience, poise and tact.


• Effective verbal and written communication skills.


• Effective organizational skills and time management skills including ability to prioritize and multi-task.


• High level of attention to detail and accuracy.


• Ability to establish positive working relationships with internal and external customers and employees.


• Ability to develop leadership skills including delegation, performance management and personnel development.


• Ability to use good judgement and strong work ethics and integrity on the job.


• Knowledge of HVAC equipment / products is preferred.


• Ability to assist in the warehouse and operate a forklift as needed while doing so in a safe and efficient manner.


• Ability to understand and follow procedures, work instructions and company policies.

Experience:

• 1 – 3 years customer service, retail or HVAC preferred.

Education/Certification: 

• Bachelor’s degree in business, sales, HVAC-related field preferred OR equivalent experience

Physical Requirements/Work Environment:

• Must be able to perform essential responsibilities with or without reasonable accommodations.

Qualified Applicants must be legally authorized for employment in Canada. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in Canada.

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.