Customer Financial Solutions Advisor

Moneymart Inc.; Florida; On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Paid Time Off

Retirement Options

Education Reimbursement Program

Perkopolis discounts

Free and discounted services

Job summary

Money Mart is seeking a Retail Team Member to deliver friendly customer service, process transactions, and promote a range of financial products. You will handle cash, compliance, and daily branch operations in a fast-paced, customer‑facing environment.

Success comes from meeting customer needs, cross‑selling appropriate services, and maintaining accurate records while following policies. Evening and weekend availability is required in a dynamic retail setting.

Qualifications

• Customer service and cash handling experience preferred.
• Ability to meet sales goals through cross-selling and excellent service.
• Clear communication with customers and teammates to ensure smooth transactions.

Responsibilities

• Provide friendly, professional customer service and process transactions accurately.
• Promote loans, check cashing, money transfers, and other products per customer needs.
• Identify cross-selling opportunities to raise product awareness and sales goals.
• Explain product features, fees, terms, and options using approved materials.
• Collect and verify customer information to ensure compliant applications and transactions.
• Maintain accurate customer records across required systems.

Skills

Customer service

Sales-focused

Communication skills

Problem solving

Multitasking

MS Office

Tools

Microsoft Office

Job description

Money Mart is seeking a Retail Team Member to deliver friendly customer service, process transactions, and promote a range of financial products. You will handle cash, compliance, and daily branch operations in a fast-paced, customer‑facing environment.

Success comes from meeting customer needs, cross‑selling appropriate services, and maintaining accurate records while following policies. Evening and weekend availability is required in a dynamic retail setting.