Customer-Focused Financial Service Representative

Join Momentum Financial Services Group as a Financial Service Representative in Brampton, Canada. This role emphasizes delivering exceptional customer service while recommending financial products tailored to client needs.
As a key member of the Momentum team, you will serve customers by assessing financial needs and connecting them with suitable lending products. Your role includes interviewing clients, reviewing applications, and maintaining accurate customer records. You will also promote cross-selling opportunities to enhance customer satisfaction and branch sales goals.
Key Responsibilities:
• Provide professional and friendly customer service
• Assess customer financial needs and promote relevant products
• Maintain accurate records of transactions and customer information
• Explain product terms, features, and benefits clearly
• Ensure compliance with regulatory requirements and company policies
Requirements:
• High School diploma or equivalent
• Minimum one year in retail sales or similar role
• Experience with customer service and cash handling
• Familiarity with POS transactions
• Proven track record in achieving sales goals
Deliver outstanding service and support to help customers navigate their financial needs while growing your career at Momentum Financial Services Group.
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