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 prospects. 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
Robust problem-solving and interpersonal communication skills
Use relationship building, product knowledge, and compliant sales practices to help Money Mart customers move forward confidently.
J-18808-Ljbffr
📌 Personal Lending Sales Representative Money Mart Barrie
🏢 Moneymart
📍 Barrie
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