Customer-Centric Financial Services & Lending Specialist

Moneymart; Quesnel; On-site; CAD 21,000 - 30,000; Full time

Benefits offered by this job

Medical/Dental Benefits

Monthly Bonus

Paid Time Off

Retirement Plan

Education Reimbursement

Perkopolis Discounts

Job summary

Momentum Financial Services Group is seeking a Financial Service Representative at a Money Mart branch. You will assist customers with personal lending products,reviews of applications, and cross-sell related financial services while maintaining accurate records.

The role emphasizes sales and service in a secure retail environment, with regulatory compliance and strong customer focus. A high school diploma and cash handling experience are required, with opportunities for growth and a competitive

Qualifications

• High school diploma or equivalent.
• 1+ year in retail, sales, or similar role.
• Experience with cash handling and POS transactions.
• Strong English communication and customer service skills.

Responsibilities

• Provide friendly, professional customer service and process transactions.
• Promote loans, credit cards, money transfers, and other services.
• Identify cross-selling opportunities to meet sales goals.
• Ensure compliance with KYC/AML and other regulatory requirements.

Skills

Customer service

Sales

Cash handling

POS transactions

Communication

Teamwork

Education

High School diploma or equivalent

Tools

Microsoft Office

POS systems

Job description

Momentum Financial Services Group is seeking a Financial Service Representative at a Money Mart branch. You will assist customers with personal lending products,reviews of applications, and cross-sell related financial services while maintaining accurate records.

The role emphasizes sales and service in a secure retail environment, with regulatory compliance and strong customer focus. A high school diploma and cash handling experience are required, with opportunities for growth and a competitive