Financial Services & Lending Specialist

Moneymart; North Bay; On-site; CAD 37,000 - 43,000; Full time

Benefits offered by this job

Medical/Dental Benefits

Paid Time Off

Retirement Plan

Education Reimbursement

Perkopolis Discounts

Free banking services

Job summary

Money Mart in Canada’s Nipissing District (North Bay) seeks a Financial Service Representative to help customers with personal lending, cheque cashing, money transfers and everyday banking needs. You will interview customers, assess financial needs, and connect them with suitable products while delivering exceptional service.

The role combines sales, service, and branch operations, requiring cash handling and regulatory compliance. Flexible shifts including evenings and weekends may be required.

Qualifications

• Customer service mindset with ability to build rapport and deliver service excellence.
• Sales-focused approach to identify customer needs and cross-sell.
• Strong communication and interpersonal skills.

Responsibilities

• Provide friendly, accurate customer service and process transactions.
• Promote loans, credit cards, money transfers, and related services as needed.
• Identify cross-selling opportunities to meet branch sales goals.
• Explain product features, fees, terms, and renewals clearly.
• Maintain accurate customer information in required systems.

Skills

Customer service

Sales skill

Communication

Problem solving

Microsoft Office

Education

High school diploma

Tools

POS transactions

Job description

Money Mart in Canada’s Nipissing District (North Bay) seeks a Financial Service Representative to help customers with personal lending, cheque cashing, money transfers and everyday banking needs. You will interview customers, assess financial needs, and connect them with suitable products while delivering exceptional service.

The role combines sales, service, and branch operations, requiring cash handling and regulatory compliance. Flexible shifts including evenings and weekends may be required.