Financial Service Representative

The role

Financial Service Representatives support customers by understanding their financial needs and connecting them with suitable products and services. This role involves personal lending, sales, customer service, and branch operations.

What you will do

• Provide customer service by assessing needs and completing transactions
• Promote, recommend, and process loans, credit cards, and other financial products
• Identify cross-selling and referral opportunities
• Explain product features, benefits, fees, and repayment terms
• Collect, review, and verify customer identification and financial information
• Monitor and maintain accurate customer records
• Contact customers with past-due accounts to negotiate payment arrangements
• Follow company policies and regulatory requirements including KYC and AML/ATF
• Process cash and POS transactions
• Reconcile the cash drawer and support branch opening and closing procedures

Required qualifications

• High School diploma or equivalent
• One or more years of experience as a Retail Sales Associate, Sales Representative or similar role
• One or more years of experience in customer service and cash handling
• Hands-on experience with POS transactions
• Customer service-focused mindset
• Sales-focused approach
• Ability to perform effectively in a fast-paced environment
• Strong problem-solving skills
• Proficiency in reading, writing, and speaking English
• Basic knowledge and experience with Microsoft Office software (Excel, Word, and Outlook)

Nice to have

• Track record of achieving sales goals
• First Aid and CPR certification

Benefits

• Comprehensive Medical/Dental Benefits
• Competitive Paid Time Off
• Group Retirement Options
• Education Reimbursement Program
• Exclusive Perks through Perkopolis
• Free company services including cheque cashing, money orders, Telpay/bill payment, and prepaid Mastercard
• Discounted company services including foreign exchange and Koodo services

Before you apply

• All retail Team Members will complete an internal multi-week Ready to Work Alone (RTWA) certification before working independently

About the company

Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders.