Financial Service Expert at Momentum Financial

Elevate customer support as a Financial Service Representative with Momentum Financial Services Group. Engage with clients to identify financial needs and guide them to suitable lending solutions.

In this pivotal role, you will connect customers with essential financial products and services, such as personal loans and cheque cashing. Your experience in retail sales and customer service will shine as you assess needs, complete transactions, and offer tailored advice. Cultivating relationships and cross-selling will help achieve branch goals, all while adhering to company and regulatory policies.

Key Responsibilities:

• Provide excellent customer service and financial consultations

• Process loans, money transfers, and cheque cashing

• Identify cross-selling opportunities to enhance customer offerings

• Accurately handle cash and financial transactions

• Maintain detailed customer records for compliance

Requirements:

• High School diploma or equivalent

• One year of retail sales or customer service experience

• Experience with cash handling and POS transactions

• Ability to meet sales targets and branch goals

• Strong communication skills with a customer-focused mindset

Discover a rewarding career helping clients achieve their financial aspirations.