Financial Services Specialist - Lending & Customer Care

Money Mart; Cranbrook; On-site; CAD 21,000 - 30,000; Full time

Benefits offered by this job

Market competitive Pay

Monthly bonus potential based on the店?

Competitive Paid Time Off

Group Retirement Options

Education Reimbursement Program

Exclusive Perks through Perkopolis

Free company services including cheque

Discounted company services including–

Job summary

Momentum Financial Services Group, formerly Money Mart, is seeking a Retail Team Member at our Cranbrook branch to deliver outstanding customer service and drive sales of personal lending products and related services. You will handle transactions, cross-sell responsibly, and maintain accurate records in a fast-paced retail environment.

You will work flexible shifts including evenings and weekends, with a focus on compliance, KYC/AML, and protecting customer information while supporting the

Qualifications

• Customer service mindset with ability to build rapport and deliver exceptional service.
• Sales-focused approach to identify needs and drive cross-selling opportunities.
• Strong written and verbal communication in English and basic math for transactions.

Responsibilities

• Provide friendly, professional customer service and process transactions.
• Promote loans, credit cards, cheque cashing, money transfers and other services.
• Identify cross-selling opportunities to meet sales goals while adhering to policies.
• Explain product features, fees, terms, and payment options clearly using approved materials.
• Maintain accurate customer records and complete all documentation.

Skills

Customer service

Sales

Time management

Problem solving

English proficiency

Microsoft Office

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

Momentum Financial Services Group, formerly Money Mart, is seeking a Retail Team Member at our Cranbrook branch to deliver outstanding customer service and drive sales of personal lending products and related services. You will handle transactions, cross-sell responsibly, and maintain accurate records in a fast-paced retail environment.

You will work flexible shifts including evenings and weekends, with a focus on compliance, KYC/AML, and protecting customer information while supporting the