Customer service and personal lending shape this Financial Services Representative role at Money Mart in a secured retail branch environment. Support customers with practical financial solutions.
Momentum Financial Services Group supports customers through the Money Mart brand across Canada and the United States. This role combines sales, customer service, lending, compliance, cash handling, and branch operations. You will assess needs, recommend suitable products, and complete accurate transactions.
Key Responsibilities:
- Assess customer needs and provide friendly, accurate service
- Process loans, credit cards, transfers, and payments
- Explain fees, repayment terms, renewals, and refinancing options
- Review identification, financial, and application information
- Identify cross-selling and referral opportunities during interactions
Requirements:
- Ability to follow company policies and regulatory requirements
- Commitment to responsible lending practices and compliance
- Ability to maintain accurate customer and transaction records
- Willingness to complete internal Ready to Work Alone certification
- Comfort working within a secured, controlled-access retail area
Use customer service, personal lending, sales, and compliance skills to connect Money Mart customers with suitable financial products.
Financial Services Representative Money Mart in Coquitlam employer: Moneymart
Momentum Financial Services Group is an exceptional employer that prioritizes employee growth and community engagement. With competitive pay, comprehensive benefits, and a strong focus on inclusivity, employees are empowered to thrive in their roles while making a meaningful impact in the lives of customers. Located in a vibrant area, the branch fosters a positive work culture where team members can develop their skills and contribute to local business success.
