Customer-Focused Financial Services Advisor

Moneymart Inc.; Fort Myers (FL); Hybrid; USD 21,000 - 30,000; Full time

Benefits offered by this job

Market competitive pay

Monthly bonus potential

Competitive PTO

Education Reimbursement Program

Retirement Options

Exclusive Perks via Perkopolis

Free company services

Discounted company services

Job summary

Money Mart in Fort Myers, FL is seeking a customer service–oriented sales associate to deliver a quality shopping experience, handle transactions, determine customer needs, and contribute to store profitability.

Successful candidates will have at least one year of financial services and sales experience, a high school diploma or equivalent, and a passion for helping customers. This role offers a monthly bonus potential and comprehensive benefits.

Qualifications

• Minimum of one year of financial services and sales experience.
• High school diploma or equivalent.
• Passion for customer service.

Responsibilities

• Deliver results on store profitability goals
• Provide a quality customer sales experience through efficient execution of all customer transactions
• Determine customers' needs and provide them with solutions that satisfy those needs
• Handle cash and accurately enter transactions into the system
• Contact customers over the phone with past due balances and negotiate payment terms and schedules
• Complete all documentation accurately
• Follow safety, security, and compliance requirements

Skills

Financial services

Sales experience

Customer service

Education

High school diploma or equivalent

Job description

Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40 years, we've committed to helping consumers and business owners access the money they need when they need it most, meeting people where they are and helping close the gap between their financial needs and goals.

Through our trusted Money Mart® brand in Canada and United States, we proudly serve customers across a network of over 400 retail locations and growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange, and other everyday financial solutions for individuals and businesses.

At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit us online, in branch, or through our mobile app, we focus on delivering practical support, clear information, and service that helps people and business owners move forward with confidence.

We believe in giving back to the communities where we live and work. With the generous support of our customers and team members, we proudly contribute each year to local charities and nonprofit organizations, while also using our time and talent to serve local communities across Canada and the United States.

Our people are at the heart of our business. We’re committed to building inclusive teams, supporting the communities where we live and work, and creating a workplace where employees can grow, make an impact, and help customers navigate everyday financial needs. If you’re passionate about customer service, relationship building, and helping consumers and business owners access financial solutions when they need them most, you’ll find a meaningful career with Momentum Financial Services Group.

What we Offer:

• Market competitive Pay
• Monthly bonus potential based on the operational success you drive

Other Benefits Include:

• Competitive Paid Time Off
• Plan for your future with our group Retirement Options
• Education Reimbursement Program to invest in your education and career growth.
• Exclusive Perks through Perkopolis - enjoy special discounts and offers.
• Free company services including cheque cashing, money orders, Telpay/bill payment, and prepaid Mastercard.
• Discounted company services including foreign exchange and Koodo services.
• And Much More!

Branch Location: 4455 Cleveland Ave

During a typical day, you will:

• Deliver results on store profitability goals
• Provide a quality customer sales experience through efficient execution of all customer transactions
• Determine customers' needs and provide them with solutions that satisfy those needs
• Handle cash and accurately enter transactions into the system
• Contact customers over the phone with past due balances and negotiate payment terms and schedules
• Complete all documentation accurately
• Follow safety, security, and compliance requirements

Successful candidates will:

• Have a minimum of one year of financial services and sales experience
• Have a passion for customer service
• Have a high school diploma or equivalent

#SJ

Please Note: Candidates with a current First Aid and CPR certification will be considered an asset.

Please Note: Candidates with a current First Aid and CPR certification will be considered an asset.

Money Mart is committed to accommodating applicant’s with disabilities up to the point of undue hardship during the recruitment, assessment and selection process. If you are selected for an interview please notify Money Mart if you require accommodation in respect of the materials or procedures used at any time during this process. If you require accommodation Money Mart will work with you to determine how to meet your needs.

About Money Mart – Our Commitment to Responsible Innovation

At Money Mart, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada’s Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable.

This posting is for a current positionwithin our organization, offering the opportunity to contribute to meaningful, responsible innovation that supports our employees, clients, and communities.

We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement.

Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.

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Employment and Verification Information:

• Money Mart will review all submissions, and interview the most qualified candidates based on their knowledge, skills, abilities, and other competencies.
• Candidates who do not meet the requirements, in the recruitment process, for employment will remain classified as applicants and may re-apply for any future job posting and shall receive equal consideration.
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• All resumes will be kept on file for a period of three months.
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• It is necessary for Money Mart to process personal data in the normal and proper conduct of business operations.
• Such processing will be conducted fairly and lawfully in accordance with Canada’s Federal Personal Information Protection and Electronic Documents Act including the ten principles set out in the National Canadian Standards Association: Model Code for the Protection of Personal Information.
• If there is a query regarding the accuracy of your personal data then your query will be dealt with fairly and impartially.
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• The protection of your personal data will be governed by the provisions of Canada’s Federal Personal Information Protection and Electronic Documents Act. Access to your data will be restricted to those personnel to whom it is necessary for proper purposes.

Please be informed that your application to this job offer will trigger some processing of your personal data by the recruiting company, the data controller. Greenhouse, the data processor, has no control over such personal data processing. For more information on these personal data processing, please refer to the recruiting company’s privacy policy. * Select...