Part-Time Financial Service Representative

Money Mart; Quesnel; Vor Ort; CAD 22.000 - 29.000; Vollzeit

Benefits dieser Stelle

Market competitive Pay

Monthly bonus potential

Competitive Paid Time Off

Retirement Options

Education Reimbursement Program

Exclusive Perkopolis discounts

Zusammenfassung

Momentum Financial Services Group is hiring for a Retail Financial Service Representative in Quesnel. You will assist customers with personal lending products, process transactions, and promote related financial services. This role combines sales, service, and compliance in a fast-paced branch setting.

We value customer-focused behavior, accuracy, and teamwork. Evening and weekend availability is required, with a focus on delivering excellent service and building customer relationships at the

Qualifikationen

• Provide friendly, professional customer service and cross-sell products.
• Promote loans, credit cards, cheque cashing, money transfers per policy.
• Identify cross-selling opportunities in every customer interaction to meet sales goals.
• Follow KYC/AML/ATF, privacy, and other regulatory requirements.

Aufgaben

• Provide friendly, professional, and accurate customer service by assessing customer needs, completing transactions, and identifying cross-sell opportunities.
• Promote and process loans, credit cards, cheque cashing, money transfers, and other related products per policies.
• Identify cross-selling opportunities to increase product awareness and meet sales goals.
• Explain product features, fees, and terms using approved materials.
• Accurately collect and document customer information and process transactions.

Kenntnisse

Customer service

Sales ability

Communication

Problem solving

Microsoft Office

Ausbildung

High School diploma or equivalent

Tools

POS systems

POS transactions

Jobbeschreibung

Quesnel, Canada

Momentum Financial Services Group (formerly Money Mart Financial Services) is a leading North American financial services company and one of Canada’s top non-prime lenders. For more than 40 years, we've committed to helping consumers and business owners access the money they need when they need it most, meeting people where they are and helping close the gap between their financial needs and goals.

Through our trusted Money Mart brand in Canada and United States, we proudly serve customers across a network of over 400 retail locations and growing digital channels. Our products and services include personal lending, payday loans, installment loans, cheque and check cashing, money transfers, prepaid cards, currency exchange, and other everyday financial solutions for individuals and businesses.

At Money Mart, we understand that not every customer fit with-in traditional banking or prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit us online, in branch, or through our mobile app, we focus on delivering practical support, clear information, and service that helps people and business owners move forward with confidence.

We believe in giving back to the communities where we live and work. With the generous support of our customers and team members, we proudly contribute each year to local charities and nonprofit organizations, while also using our time and talent to serve local communities across Canada and the United States.

Our people are at the heart of our business. We’re committed to building inclusive teams, supporting the communities where we live and work, and creating a workplace where employees can grow, make an impact, and help customers navigate everyday financial needs. If you’re passionate about customer service, relationship building, and helping consumers and business owners access financial solutions when they need them most, you’ll find a meaningful career with Momentum Financial Services Group.

What we Offer:

• Market competitive Pay
• Monthly bonus potential based on the operational success you drive

Other Benefits Include:

• Competitive Paid Time Off
• Plan for your future with our group Retirement Options
• Education Reimbursement Program to invest in your education and career growth.
• Exclusive Perks through Perkopolis - enjoy special discounts and offers.
• Free company services including cheque cashing, money orders, Telpay/bill payment, and prepaid Mastercard.
• Discounted company services including foreign exchange and Koodo services.
• And Much More!

Branch Location: 273 Barlow Ave.

GENERAL FUNCTION

Financial Service Representatives support Money Mart customers by understanding their financial needs and connecting them with suitable products and services. In this role, Team Members interview customers for personal lending products, review application and financial information, recommend appropriate solutions, sell related financial products and services, complete transactions, maintain accurate records, and support payment arrangements for existing accounts.

This role combines sales, customer service, personal lending, compliance, cash handling, and branch operations. Team Members must deliver excellent customer service while following company policies, regulatory requirements, and responsible lending practices.

Retail Team Members generally perform their duties within a secured work area protected by bullet-resistant glass and a controlled-access mantrap. Once hired, all retail Team Members will complete an internal multi-week Ready to Work Alone (RTWA) certification before working independently.

DUTIES/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

WORK EXPERIENCE

• 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.

SKILLS

• Customer service-focused mindset with the ability to build rapport, deliver exceptional service, and create a positive customer experience.
• Sales-focused approach with the ability to identify customer needs, recommend appropriate products and services, and achieve sales objectives through cross-selling opportunities.
• Ability to perform effectively in a fast-paced environment, manage competing priorities, and perform well under pressure.
• Strong problem-solving skills with the ability to identify customer needs, resolve concerns, and provide effective solutions in a professional and timely manner.
• Proficiency in reading, writing, and speaking English with strong communication and interpersonal skills.
• Basic knowledge and experience with Microsoft Office software (Excel, Word, and Outlook).

Salary Range

$18.50 - $18.50 CAD

Please Note: Candidates with a current First Aid and CPR certification will be considered an asset.

About Money Mart – Our Commitment to Responsible Innovation

At Money Mart, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada’s Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable.

This posting is for a current positionwithin our organization, offering the opportunity to contribute to meaningful, responsible innovation that supports our employees, clients, and communities.

We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement.

Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.