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Financial Services Representative

2 months ago


Cold Lake, Alberta, Canada Momentum Financial Services Group Full time
Job Summary

We are seeking a highly motivated and sales-driven Part-Time Financial Service Representative to join our team at Momentum Financial Services Group. As a key member of our retail locations, you will be responsible for delivering exceptional customer service, driving sales, and achieving store profitability goals.

Key Responsibilities
  • Deliver results on store profitability goals by providing a quality customer sales experience and efficiently executing all customer transactions.
  • Determine customers' needs and provide them with solutions that satisfy those needs, ensuring a high level of customer satisfaction.
  • Handle cash and accurately enter transactions into the system, maintaining a high level of accuracy and attention to detail.
  • Contact customers over the phone with past due balances and negotiate payment terms and schedules, resolving any issues in a professional and courteous manner.
  • Complete all documentation accurately and efficiently, ensuring compliance with company policies and procedures.
  • Follow safety, security, and compliance requirements, maintaining a safe and secure work environment.
Qualifications
  • Be sales driven and have a passion for customer service, with a minimum of one year of financial services and sales experience.
  • Have previous cash handling experience and a high school diploma or equivalent.
About Us

Momentum Financial Services Group is a top financial services provider in North America, operating over 400 retail locations across Canada under the Money Mart brand and in Quebec as Insta Cheques. We offer access to cash and related financial products to help customers achieve their financial goals.

We value our employees and recognize their achievements, developing them to be future leaders. We also give back to our local communities through annual contributions to charities and non-profit organizations.