Join Momentum Financial Services Group as a Financial Service Representative to provide expert customer support and tailored financial solutions. This role involves assisting customers with lending products and maintaining accurate financial records.
As a critical member of the Momentum team, you will connect with customers to assess their financial needs and recommend appropriate services. With a focus on relationship building and sales, you will also be responsible for promoting products like loans and cheque cashing. Your exceptional customer service skills will guide clients toward successful financial outcomes.
Key Responsibilities
Assess customer needs and recommend suitable financial products
Promote and process personal loans, credit cards, and cheque cashing
Maintain accurate customer records and financial documentation
Identify cross-selling opportunities during customer interactions
Ensure compliance with regulatory requirements and company policies
Requirements:
High school diploma or equivalent
1+ years in retail sales or similar role
Customer service and cash handling experience
Familiarity with POS transactions
Solid sales and problem-solving skills
Utilize your customer service expertise to help Momentum Financial Services provide cutting-edge financial solutions to clients.
📌 Customer Focused Financial Service Representative Toronto
🏢 Moneymart
📍 Toronto
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