Financial Services Sales Associate

Socket.dev

Naples (FL)

On-site

USD 32,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Comprehensive Medical/Dental Benefits

Competitive Paid Time Off

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Education Reimbursement Program

Exclusive Perks through Perkopolis

Free company services including cheque

Foreign exchange discounts

Koodo service discounts

Job summary

Money Mart is seeking a customer-focused associate in Naples, FL to support retail financial services and everyday banking needs. In this role you will drive sales and process transactions accurately while delivering outstanding service.

You will assess customer needs, propose appropriate loan and money-management options, and maintain compliance. The position offers a pathway to professional growth within a financial services environment.

Qualifications

Minimum of one year of financial services and sales experience.
Passion for customer service and helping customers.
Previous cash handling experience is required.
High school diploma or equivalent is required.

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 solutions that satisfy those needs.
Handle cash and accurately enter transactions into the system.
Contact customers with past due balances and negotiate payment terms.
Complete all documentation accurately.
Follow safety, security, and compliance requirements.