Personal Lending Customer Service Representative (Coquitlam)

Personal Lending Customer Service Representative (Coquitlam)

11 Nov
|
Money Mart
|
Coquitlam

11 Nov

Money Mart

Coquitlam

Personal lending and customer service define this Financial Service Representative chance with Money Mart in Canada. Use communication and problem-solving skills to recommend suitable financial products.

As a Financial Service Representative with Momentum Financial Services Group, you will help consumers and business owners access financial solutions. The work includes interviewing customers, reviewing applications, explaining product terms, and supporting payment arrangements. You will also promote services, complete transactions, maintain records, and follow KYC, AML/ATF, privacy, and responsible lending requirements.

Key Responsibilities:

- Interview customers for personal lending products
- Review, verify, and document financial applications
- Identify cross-selling and referral opportunities




- Discuss payment arrangements for past-due accounts
- Follow regulatory and company requirements

Requirements:

- Customer service-focused approach and rapport-building ability
- Sales-focused ability to recommend suitable products
- Strong problem-solving and interpersonal skills
- Ability to manage competing priorities under pressure
- Reading, writing, and speaking English proficiently

Use lending knowledge, clear communication, and responsible service practices to help Money Mart customers meet everyday financial needs.

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📌 Personal Lending Customer Service Representative (Coquitlam)
🏢 Money Mart
📍 Coquitlam

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