The Financial Sales Associate provides information to customers about financial services, with the main objective of increasing Prospera sales. The role promotes financial services to store customers, processes transactions using a computer, and is responsible for cash generated through transactions and inventory services in the associate’s custody. The associate delivers a high level of customer service, follows company policies and procedures as well as Bank Secrecy Act and Anti-Money Laundering regulations, keeps the supervisor informed of events that may require intervention, and helps maintain a good working environment. The position requires bilingual English and Spanish communication, computer and financial transaction skills, direct sales experience, customer service skills, and the ability to work with little or no supervision. The schedule may vary and may include weekends and holidays. The work environment is typical of an office and retail store.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED