Financial Services Advisor: Lending & Payments

Moneymart; Edmonton; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive Medical/Dental Benefits

Competitive Paid Time Off

Group Retirement Options

Education Reimbursement Program

Exclusive Perks through Perkopolis

Free company services

Discounted company services

Job summary

Momentum Financial Services Group, operating as Money Mart, is seeking an energetic Retail Team Member to support customers with personal lending products, cash handling, and everyday financial services. You will interview customers, review information, recommend solutions, and complete transactions while delivering exceptional service.

Join a team focused on responsible lending, compliance, and customer care.

Qualifications

• Customer service-focused mindset with the ability to build rapport and create a positive customer experience.
• Sales-focused approach with the ability to identify customer needs and achieve sales objectives.
• Ability to perform effectively in a fast-paced environment and manage competing priorities.

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), Anti-Money Laundering and Anti-Terrorist Financing (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.

Education

High School diploma or equivalent

Tools

POS transactions

Job description

Momentum Financial Services Group, operating as Money Mart, is seeking an energetic Retail Team Member to support customers with personal lending products, cash handling, and everyday financial services. You will interview customers, review information, recommend solutions, and complete transactions while delivering exceptional service.

Join a team focused on responsible lending, compliance, and customer care.