Customer-Focused Financial Service Representative (Spruce Grove)

Customer-Focused Financial Service Representative (Spruce Grove)

05 Oct
|
Money Mart
|
Spruce Grove

05 Oct

Money Mart

Spruce Grove

Elevate your career with Momentum Financial Services Group as a Financial Service Representative. Provide exceptional customer service while assisting clients with personalized financial solutions within a hybrid model. In your role, you'll engage with customers to uncover their financial needs and match them with suitable products and services.

This position encompasses sales, cash handling, and compliance while ensuring a friendly environment. Your expertise in customer service and relationship building will be essential to help clients access vital financial assistance. Key Responsibilities:

- Assess customer needs and complete various transactions
- Recommend and process loans, money transfers, and cheque cashing




- Identify cross-selling opportunities during customer interactions
- Maintain accurate customer records and documentation
- Contact customers regarding outstanding accounts and negotiate payment plans

Requirements:

- High School diploma or equivalent
- Minimum one year in a retail sales or customer service role
- Experience with cash handling and POS systems
- Solid communication skills and customer service mindset
- Ability to manage competing priorities in a fast-paced setting

Excel in customer service and financial understanding by supporting Momentum's mission.

📌 Customer-Focused Financial Service Representative (Spruce Grove)
🏢 Money Mart
📍 Spruce Grove

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