Financial Service Representative
About The Position
Momentum Financial Services Group, formerly Money Mart Financial Services, is a North American financial services company serving customers through more than 400 retail locations and digital channels. The Financial Service Representative supports branch profitability while delivering efficient, respectful customer service and practical financial solutions. The role includes processing transactions, assessing customer needs, handling cash, following documentation and compliance requirements, and contacting customers about overdue balances to negotiate payment arrangements. This is a current position at the branch located at 10133 Southern Blvd.
Requirements
- Be sales driven.
- Have at least one year of financial services and/or sales experience.
- Have a passion for customer service.
- Have previous cash-handling experience.
- Have a high school diploma or equivalent.
Nice To Haves
- Current First Aid and CPR certification.
Responsibilities
- Deliver results on branch profitability goals.
- Provide a quality customer experience through efficient execution of customer transactions.
- Determine customers' needs and provide solutions that satisfy those needs.
- Handle cash and accurately enter transactions into the system.
- Contact customers by phone regarding past-due balances and negotiate payment terms and schedules.
- Complete all documentation accurately.
- Follow safety, security, and compliance requirements.
Benefits
- Market-competitive pay.
- Monthly bonus potential based on operational success.
- Comprehensive medical and dental benefits.
- Competitive paid time off.
- Group retirement options.
- Education reimbursement program.
- Exclusive discounts and offers through Perkopolis.
- Free company services, including cheque cashing, money orders, Telpay/bill payment, and prepaid Mastercard.
- Discounted foreign exchange and Koodo services.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
