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7 Financial service representative Jobs in Port Charlotte, FL

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Money Mart
Port Charlotte, FL | Full Time
$45k-64k (estimate)
2 Weeks Ago
U-Haul
Port Charlotte, FL | Full Time
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Momentum Financial Services Group
Port Charlotte, FL | Full Time
$42k-55k (estimate)
1 Week Ago
Momentum Financial Services Group
Port Charlotte, FL | Full Time
$42k-55k (estimate)
1 Week Ago
The Check Cashing Store
Port Charlotte, FL | Full Time
$28k-35k (estimate)
4 Months Ago
Circle K
Port Charlotte, FL | Full Time
$31k-39k (estimate)
4 Months Ago
The Check Cashing Store
Port Charlotte, FL | Full Time
$35k-46k (estimate)
4 Months Ago
Financial service representative
Money Mart Port Charlotte, FL
$45k-64k (estimate)
Full Time | Lending & Credit 2 Weeks Ago
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Money Mart is Hiring a Financial service representative Near Port Charlotte, FL

Job Description

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

Qualifications

Successful candidates will :

  • Be sales driven
  • Have a minimum of one year of financial services and or sales experience
  • Have previous cash-handling experience
  • Have a high school diploma or equivalent

Additional Information

About us :

  • Momentum Financial Services Group is a top financial services provider in North America
  • Over 400 retail locations
  • We offer access to cash and related financial products to help customers achieve their financial goals
  • We operate retail locations in local communities and cities across the United States as Money Mart® and The Check Cashing Store®

We value :

  • Employees who are committed to continuously improving their performance and achieving new levels of success
  • Recognizing our employees for their achievements and developing them to be future leaders
  • Diversity is an essential element for the success of our business
  • Giving back to our local communities through annual contributions to charities and non-profit organizations

Next Steps :

Apply now to be considered for this opportunity!

retail

PandoLogic. Keywords : Financial Advisor, Location : PORT CHARLOTTE, FL - 33948 , PL : 592511842

Last updated : 2024-05-05

Job Summary

JOB TYPE

Full Time

INDUSTRY

Lending & Credit

SALARY

$45k-64k (estimate)

POST DATE

04/24/2024

EXPIRATION DATE

05/11/2024

WEBSITE

check-cashing-paydayloan.com

HEADQUARTERS

VERNON, BRITISH COLUMBIA

SIZE

1,000 - 3,000

FOUNDED

1982

CEO

DANIELLE GODWIN

REVENUE

$200M - $500M

INDUSTRY

Lending & Credit

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The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.

If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

02/04/2022: Santa Cruz, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

01/02/2022: Boise, ID

Provide efficient sales and services to customers and monitor sales for all referral objectives.

03/22/2022: Duluth, MN

A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

01/12/2022: Chillicothe, OH

To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

03/20/2022: Springfield, OR

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

02/12/2022: Cheyenne, WY

Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

01/22/2022: Lorain, OH

Step 3: View the best colleges and universities for Financial Service Representative.

Florida Southern College
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