Financial Service Representative Role (Courtenay)

Financial Service Representative Role (Courtenay)

10 Sep
|
Money Mart
|
Courtenay

10 Sep

Money Mart

Courtenay

Join Money Mart as a Financial Service Representative, where you'll provide exceptional service and financial solutions to customers. This role emphasizes customer interactions and personalized lending.
In this position, you will support customers by assessing their financial needs and connecting them with suitable products. Your responsibilities will include promoting loans, processing transactions, and ensuring compliance with regulations. You will work within a secure environment, ensuring customer safety and comfort while handling cash and managing accounts.
Key Responsibilities:
• Deliver friendly service by assessing needs and completing transactions
• Promote personal loans and related financial products effectively
• Identify opportunities to cross-sell and meet sales goals




• Document customer information accurately and maintain records
• Follow all compliance and safety procedures rigorously
Requirements:
• High School diploma or equivalent required
• One or more years in retail sales or customer service
• Cash handling experience and POS transaction skills
• Basic Microsoft Office proficiency for documentation
• Must be adaptable with scheduling, including evenings
Shape the financial future of customers while advancing your career in the financial services sector.
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📌 Financial Service Representative Role (Courtenay)
🏢 Money Mart
📍 Courtenay

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