Financial Solutions Advisor

Money Mart; Florida; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Market competitive Pay

Monthly bonus potential

Competitive Paid Time Off

Retirement Options

Education Reimbursement Program

Exclusive Perks through Perkopolis

Free and discounted company services

Job summary

Money Mart is hiring a Financial Service Representative to join our retail team. You will help customers with personal lending products, process transactions, and promote related financial services in a fast‑paced branch environment.

We value excellent customer service, cross‑selling opportunities, and accurate record keeping. This role requires evenings and weekend availability in a dynamic retail setting with strong teamwork and compliance. Apply today to join our Money Mart family.

Qualifications

• Customer service and sales experience in retail or financial services.
• Cash handling experience preferred.
• Ability to communicate effectively in English.
• Ability to work flexible shifts including evenings and weekends.

Responsibilities

• Provide friendly, professional, and accurate customer service by assessing customer needs, completing transactions, answering questions, and identifying opportunities to promote and cross‑sell products and services.
• Promote, recommend, and process loans, credit cards, check cashing, money transfers, money orders, bill payments, and other related products and services based on the customer's needs, financial circumstances, and applicable company policies and regulatory requirements.
• Consistently identify cross‑selling and referral opportunities during every customer interaction to increase product awareness, meet customer needs, and achieve individual and branch sales goals.
• Clearly explain product and service features, benefits, fees, repayment terms, payment options, renewals, refinancing options, and other important information using approved marketing materials.
• Collect, review, verify, and document required customer identification, financial, application, and supporting information to process products and services, ensuring all applications/transactions are complete, compliant, and accurately recorded.
• Monitor and maintain complete and accurate customer information and records in all required systems.
• Contact customers with past‑due accounts to discuss and negotiate payment arrangements within authorized guidelines.
• Follow all company policies and regulatory requirements, including Know Your Customer (KYC), Anti‑Money Laundering and Anti‑Terrorist Financing (AML/ATF), privacy, Recordable Transactions, fraud prevention, and all relevant procedures.
• Accurately process cash, POS transactions, and financial service transactions.
• Reconcile the cash drawer at the end of each shift, and follow all cash handling, safety, and security procedures.
• Work with the branch team to maintain the branch appearance, cleanliness, and customer‑ready environment.
• Support branch opening and closing procedures, including completing all required paperwork accurately.
• Complete all other job‑related duties as directed by Management.
• Maintain availability to work flexible shifts, including evenings and weekends.

Skills

Customer service-focused mindset

Sales-focused approach

Fast-paced environment

Problem-solving skills

English proficiency

Microsoft Office (Excel/Word/Outlook)

Education

High School diploma or equivalent

Tools

POS transactions

Microsoft Office

Job description

Money Mart is hiring a Financial Service Representative to join our retail team. You will help customers with personal lending products, process transactions, and promote related financial services in a fast‑paced branch environment.

We value excellent customer service, cross‑selling opportunities, and accurate record keeping. This role requires evenings and weekend availability in a dynamic retail setting with strong teamwork and compliance. Apply today to join our Money Mart family.