Join Momentum Financial Services Group as a Financial Service Representative, where you will directly assist customers with their financial needs in a professional retail setting. Enhance customer experiences by recommending suitable financial products.
In this vital role, Financial Service Representatives will engage with customers to understand their financial requirements and recommend appropriate lending options. You will be responsible for maintaining compliance with company policies while promoting various financial services to meet sales goals. A background in customer service and sales will benefit candidates passionate about helping others.
Key Responsibilities:
• Assess customer needs and provide accurate service
• Promote and process lending products and services




• Identify cross-selling opportunities to boost sales
• Maintain thorough records of customer interactions
• Assist customers with payment arrangements for their accounts
Requirements:
• High School diploma or equivalent
• 1+ years in retail or customer service
• Hands-on experience with cash management
• Demonstrated sales success is a plus
• Robust verbal and written communication skills
Leverage your service-oriented mindset to support Money Mart's customers in their financial journeys.
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📌 Customer-Focused Financial Service Role (Leamington)
🏢 Moneymart
📍 Leamington