Financial Service & Lending Specialist

Moneymart; Winnipeg; On-site; CAD 34,000 - 44,000; Full time

Benefits offered by this job

Medical & Dental

Paid Time Off

Retirement Options

Education Reimbursement

Perkopolis Discounts

Free Services

FX/Koodo Discounts

Job summary

Money Mart in Winnipeg is seeking a Retail Sales Associate to support customers with personal lending products, cheque cashing, money transfers, and everyday financial services. You will deliver friendly service, process transactions, and maintain accurate records in a fast-paced branch environment.

The role requires a high school diploma, 1+ years in retail or customer service, and proficiency with POS systems and Microsoft Office.

Qualifications

• One or more years of experience in retail sales or similar role.
• One or more years of experience in customer service and cash handling.
• Hands-on experience with POS transactions.
• Track record of achieving sales goals preferred.

Responsibilities

• Provide friendly, professional, and accurate customer service by assessing customer needs, completing transactions, answering questions, and identifying opportunities to promote and cross-sell products and services.
• Promote, recommend, and process loans, credit cards, cheque cashing, money transfers, money orders, bill payments, and other related products and services based on the customer's needs, financial circumstances, and applicable company policies and regulatory requirements.
• Consistently identify cross-selling and referral opportunities during every customer interaction to increase product awareness, meet customer needs, and achieve individual and branch sales goals.
• Clearly explain product and service features, benefits, fees, repayment terms, payment options, renewals, refinancing options, and other important information using approved marketing materials.
• Collect, review, verify, and document required customer identification, financial, application, and supporting information to process products and services, ensuring all applications/transactions are complete, compliant, and accurately recorded.
• Monitor and maintain complete and accurate customer information and records in all required systems.
• Contact customers with past-due accounts to discuss and negotiate payment arrangements within authorized guidelines.
• Follow all company policies and regulatory requirements, including Know Your Customer (KYC), AML/ATF, privacy, Recordable Transactions, fraud prevention, and all relevant procedures.
• Accurately process cash, POS transactions, and financial service transactions.
• Reconcile the cash drawer at the end of each shift, and follow all cash handling, safety, and security procedures.
• Work with the branch team to maintain the branch appearance, cleanliness, and customer-ready environment.
• Support branch opening and closing procedures, including completing all required paperwork accurately.
• Complete all other job-related duties as directed by Management.
• Maintain availability to work flexible shifts, including evenings and weekends.

Skills

Customer service

Sales mindset

Cash handling

POS transactions

Communication skills

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

Money Mart in Winnipeg is seeking a Retail Sales Associate to support customers with personal lending products, cheque cashing, money transfers, and everyday financial services. You will deliver friendly service, process transactions, and maintain accurate records in a fast-paced branch environment.

The role requires a high school diploma, 1+ years in retail or customer service, and proficiency with POS systems and Microsoft Office.