Customer-Focused Financial Service Representative

Join Momentum Financial Services Group as a Financial Service Representative, where supporting customers in their financial journey is key. This role blends sales, customer service, and personal lending in a dynamic environment.

As a Financial Service Representative, you will engage with customers to identify their financial needs and connect them with suitable products and services. This role requires strong sales skills, cash handling experience, and the ability to follow regulatory requirements. At Momentum, we focus on providing transparent financial solutions and excellent service.

Key Responsibilities:

• Provide friendly and accurate customer service

• Promote loans, credit cards, and other financial products

• Identify cross-selling opportunities during customer interactions

• Explain product features and repayment terms clearly

• Maintain accurate customer records and documentation

Requirements:

• High School diploma or equivalent

• One or more years in retail or customer service roles

• Experience with cash handling and POS transactions

• Strong interpersonal and communication skills

• Ability to work flexible hours, including evenings

Help customers navigate their financial needs while achieving sales objectives at Momentum Financial Services.