Financial Services Advisor – Lending & Payments

Moneymart; Whitby; On-site; CAD 25,000 - 29,000; Full time

Benefits offered by this job

Medical/Dental Benefits

Paid Time Off

Group Retirement Options

Education Reimbursement Program

Perkopolis discounts

Free company services

Discounted company services

Job summary

Money Mart is seeking a Retail Sales Associate to support customers with personal lending products, check cashing, money transfers, and related services at our Whitby location. You will interview customers, review applications, verify information, and promote financial solutions while delivering exceptional service.

Ideal candidates have 1+ years in retail or customer service, experience with POS, and a proven sales record.

Qualifications

• One or more years of experience as a Retail Sales Associate, Sales Representative 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 information to process products and services, ensuring applications/transactions are complete and compliant.

Skills

Customer service

Sales

Fast-paced

Problem solving

English fluency

MS Office

Education

High School diploma

Job description

Money Mart is seeking a Retail Sales Associate to support customers with personal lending products, check cashing, money transfers, and related services at our Whitby location. You will interview customers, review applications, verify information, and promote financial solutions while delivering exceptional service.

Ideal candidates have 1+ years in retail or customer service, experience with POS, and a proven sales record.