Customer service and personal lending define this Financial Service Representative role with Money Mart, supporting customers through financial decisions.
Momentum Financial Services Group seeks representatives to understand customer needs and connect them with suitable products and services. You will combine sales, customer service, cash handling, compliance, personal lending, and branch operations. The work includes supporting consumers and business owners through practical financial solutions.
Key Responsibilities:
- Assess customer needs and complete accurate financial transactions
- Interview customers for personal lending products
- Recommend and process loans, cards, transfers, and payments
- Explain fees, repayment terms, renewals, and refinancing options
- Identify cross-selling and referral opportunities during customer interactions
Requirements:
- Ability to deliver friendly, professional, accurate customer service
- Ability to follow company policies and regulatory requirements
- Understanding of responsible lending practices
- Ability to maintain accurate customer and transaction records
- Completion of internal Ready to Work Alone certification
Use customer service, lending, compliance, and sales skills to support Money Mart customers with suitable financial solutions.
Money Mart Financial Service Representative employer: Moneymart Inc.
At Money Mart, we pride ourselves on fostering a dynamic work environment that prioritizes employee growth and customer satisfaction. As a Financial Service Representative, you'll enjoy comprehensive training, flexible scheduling, and opportunities for advancement within our supportive team culture, all while making a positive impact in the community by helping clients achieve their financial goals.
