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Financial Service Representative

2 months ago


Oshawa, Ontario, Canada Momentum Financial Services Group Full time


Financial Service Representative

Financial Service Representative

Momentum Financial Services Group is a top financial services provider in North America, with over 400 retail locations across Canada. We offer access to cash and related financial products to help customers achieve their financial goals.

About the Role

We are seeking a dynamic and driven Financial Service Representative to join our team. As a key member of our team, you will play a critical role in promoting our financial products and services to meet the short- and long-term financial goals of our customers.

Key Responsibilities
  • Deliver results on store profitability goals
  • Provide a quality customer sales experience through efficient execution of all customer transactions
  • Determine customers' needs and provide them with solutions that satisfy those needs
  • Handle cash and accurately enter transactions into the system
  • Contact customers over the phone with past due balances and negotiate payment terms and schedules
  • Complete all documentation accurately
  • Follow safety, security, and compliance requirements
What We Offer
  • Market competitive hourly pay rates
  • A percentage of the store's profits for exceeding company targets
  • Comprehensive medical/dental benefits
  • Paid Time Off
  • RRSP contribution options
  • Tuition assistance
  • Career development
Requirements
  • Sales driven
  • Minimum of one year of financial services and sales experience
  • Passion for customer service
  • Previous cash handling experience
  • High school diploma or equivalent
About Us

We value:

  • Employees who are committed to continuously improving their performance and achieving new levels of success
  • Recognizing our employees for their achievements and developing them to be future leaders
  • Diversity as an essential element for the success of our business
  • Giving back to our local communities through annual contributions to charities and non-profit organizations