Customer service and personal lending shape this Financial Services Representative role at Money Mart in a secured retail branch workplace. Support customers with practical financial solutions.
Momentum Financial Services Group supports customers through the Money Mart brand across Canada and the United States. This role combines sales, customer service, lending, compliance, cash handling, and branch operations. You will assess needs, recommend suitable products, and complete accurate transactions.
Key Responsibilities:
Assess customer needs and provide friendly, accurate service
Process loans, credit cards, transfers, and payments
Explain fees, repayment terms, renewals, and refinancing options
Review identification, financial, and application information
Identify cross-selling and referral prospects during interactions
Requirements:
Ability to follow company policies and regulatory requirements
Commitment to responsible lending practices and compliance
Ability to maintain accurate customer and transaction records
Willingness to complete internal Ready to Work Alone certification
Comfort working within a secured, controlled-access retail area
Use customer service, personal lending, sales, and compliance skills to connect Money Mart customers with suitable financial products.