Customer-Centric Financial Services Advisor

Socket.dev; North Bay; On-site; CAD 25,000 - 29,000; Full time

Benefits offered by this job

Medical & dental

Paid time off

Retirement plan

Education reimbursement

Perkopolis discounts

Free banking services

Discounted services

Job summary

Momentum Financial Services Group is hiring a Retail Sales Associate to join our Money Mart branches in Canada. You will deliver friendly, accurate service, assess customer needs, promote loans, cards, money transfers, and other products, and help customers move toward suitable financial solutions.

You\'ll handle transactions, maintain records, and follow regulatory requirements while delivering a positive customer experience in a fast-paced environment.

Qualifications

• High School diploma or equivalent required.
• Minimum 1 year of experience in Retail Sales or customer service.
• Experience with cash handling and POS transactions preferred.

Responsibilities

• Provide friendly, professional customer service and complete transactions.
• Promote loans, credit cards, cheque cashing, money transfers, and related products.
• Cross-sell opportunities to meet sales goals.
• Explain product features, fees, and terms clearly to customers.
• Maintain accurate customer records and process payments.

Skills

Customer service

Sales skills

Communication

Problem solving

English proficiency

Microsoft Office

Education

High School diploma or equivalent

Tools

POS transactions

Excel

Microsoft Office

Job description

Momentum Financial Services Group is hiring a Retail Sales Associate to join our Money Mart branches in Canada. You will deliver friendly, accurate service, assess customer needs, promote loans, cards, money transfers, and other products, and help customers move toward suitable financial solutions.

You\'ll handle transactions, maintain records, and follow regulatory requirements while delivering a positive customer experience in a fast-paced environment.