Elevate your career with Momentum Financial Services Group as a Financial Service Representative. Help customers access tailored financial solutions while delivering exceptional customer service in a dynamic retail environment.
In this role, you will connect with customers to understand their financial needs, interview them for personal lending products, and offer suitable services. Your strong sales skills will support various transactions, while adhering to compliance and regulatory standards. This is an excellent chance for individuals passionate about finance and customer service to make a significant impact.
Key Responsibilities:
• Provide professional customer service and assess needs
• Process loans, money transfers, and cheque cashing
• Identify cross-selling opportunities during customer interactions
• Maintain accurate customer records and financial transactions
• Follow regulatory and company policies with precision
Requirements:
• High School diploma or equivalent
• One year in retail sales or similar customer service role
• Experience with cash handling and POS transactions
• Strong communication skills in English
• Problem-solving ability in a fast-paced setting
Make a difference in financial services while building customer relationships with Momentum Financial Services Group.
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📌 Customer-Focused Financial Service Representative (Abbotsford)
🏢 Moneymart
📍 Abbotsford
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