Step into a rewarding role at Momentum Financial Services as a Financial Service Representative focused on customer satisfaction and financial guidance. Thrive in a vibrant branch atmosphere.
In this role at Money Mart, you'll connect clients with the financial solutions they need. Your responsibilities include interviewing customers, processing transactions, and recommending appropriate products while adhering to compliance standards. You'll play a crucial role in helping customers manage their financial wellness.
Key Responsibilities:
• Deliver exceptional customer service and complete transactions
• Analyze customer financial situations for suitable product offerings
• Document and maintain customer information accurately




• Monitor compliance with financial regulations
• Contribute to branch-wide goals through effective sales strategies
Requirements:
• High school diploma or equivalent
• One year of relevant retail sales experience
• Background in customer service and cash handling
• Experience with POS systems required
• Excellent English communication and interpersonal skills
Empower customers in their financial decisions by bringing your expertise to Money Mart as a dedicated Financial Service Representative.
#J-18808-Ljbffr

📌 Dynamic Financial Service Representative Position (Kelowna)
🏢 Money Mart
📍 Kelowna