Customer-Focused Financial Service Representative (Orangeville)

Customer-Focused Financial Service Representative (Orangeville)

18 Sep
|
Socket.dev
|
Orangeville

18 Sep

Socket.dev

Orangeville

Deliver exceptional customer service and connect clients with financial solutions as a Financial Service Representative at Money Mart. Leverage your interpersonal skills to meet diverse financial needs and promote relevant products.
At Momentum Financial Services Group, we empower Financial Service Representatives to support customers through loans, cheque cashing, and money transfers. This position requires solid sales abilities and an understanding of compliance and cash management while following established protocols. Your role is crucial in driving operational success through effective service.
Key Responsibilities:
• Assess customer needs and provide tailored product recommendations
• Accurately process transactions and financial activities




• Maintain organized customer records and transaction documentation
• Identify cross-selling opportunities to meet sales goals
• Collaborate for a clean and welcoming branch environment
Requirements:
• High School diploma or equivalent
• At least one year in retail sales or customer service
• Proficient in cash handling and POS transactions
• Excellent communication abilities
• Basic knowledge of Microsoft Office software
Enhance your sales and customer relations skills while making a difference at Money Mart.
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📌 Customer-Focused Financial Service Representative (Orangeville)
🏢 Socket.dev
📍 Orangeville

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