Customer-Focused Financial Representative

Location: Olds

Join Momentum Financial Services Group as a Customer-Focused Financial Service Representative in Olds, Canada. Enhance customer experiences by connecting them with ideal financial solutions in a supportive environment.

In this role, you'll actively engage with customers to assess their financial needs and recommend the most suitable products and services. Expect to manage transactions, promote various financial services, and maintain compliance with regulations. Your contribution will be vital in helping our community access essential financial resources effectively.

Key Responsibilities:

• Provide exceptional customer service during all interactions

• Assess customer financial requirements and recommend products

• Promote loans, cheque cashing, and related services

• Document all customer transactions accurately and comply with policies

• Support past-due account arrangements with customers

Requirements:

• High School diploma or equivalent

• Minimum one year in retail sales or customer service roles

• Experience with cash handling and POS transactions

• Strong customer service and sales-driven skills

• Effective communication and problem-solving abilities

Leverage your customer service passion and lending knowledge at Momentum Financial Services Group.