Customer-Focused Financial Services Advisor

Moneymart; Flagstaff (AZ); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Market competitive pay

Monthly bonus potential

Comprehensive Medical/Dental Benefits

Competitive Paid Time Off

Retirement Options

Education Reimbursement Program

Perkopolis discounts

Job summary

Momentum Financial Services Group is hiring a store associate at our Flagstaff location. You’ll deliver a quality customer sales experience, handle transactions, and help clients choose financial solutions.

In this role you will drive store profitability, assess customer needs, and ensure compliant cash handling and documentation. A high school diploma and at least one year in financial services/sales are expected; a passion for service a must.

Qualifications

• Minimum of one year of financial services and sales experience.
• Passion for customer service and helping clients.
• Experience handling cash and processing transactions.

Responsibilities

• Drive store profitability and meet sales goals.
• Provide quality customer sales experience and efficiently process transactions.
• Assess customer needs and offer suitable financial solutions.
• Handle cash and accurately record transactions in the system.
• Call customers with past due balances and negotiate payment terms.
• Complete documentation and adhere to safety, security, and compliance requirements.

Skills

Sales experience

Customer service

Cash handling

Education

High school diploma or equivalent

Job description

Momentum Financial Services Group is hiring a store associate at our Flagstaff location. You’ll deliver a quality customer sales experience, handle transactions, and help clients choose financial solutions.

In this role you will drive store profitability, assess customer needs, and ensure compliant cash handling and documentation. A high school diploma and at least one year in financial services/sales are expected; a passion for service a must.