31 Oct
|
Moneymart
|
Barrie
Build customer relationships at Money Mart by matching personal lending and everyday financial products to customer needs.
As a Financial Service Representative with Momentum Financial Services Group, you will support customers seeking accessible financial solutions. You will interview applicants, assess financial information, explain product terms, and identify cross-selling opportunities. Success requires customer service, sales focus, compliance awareness, and accurate documentation.
Key Responsibilities:
- Assess customer needs and recommend suitable financial solutions
- Promote and process loans, credit cards, and money transfers
- Explain fees, renewals, refinancing, and repayment terms clearly
- Identify referrals and cross-selling opportunities during interactions
- Follow KYC, AML/ATF, privacy, and fraud procedures
Requirements:
- High School diploma or equivalent
- One or more years of retail sales experience
- Customer service and cash handling experience
- Ability to achieve sales goals preferred
- Solid problem-solving and interpersonal communication skills
Use relationship building, product knowledge, and compliant sales practices to help Money Mart customers move forward confidently.
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📌 Personal Lending Sales Representative Money Mart (Barrie)
🏢 Moneymart
📍 Barrie