Financial Service Representative - 9583 N Tamiami #103

As a Financial Service Representative at Momentum Financial Services Group, your key responsibilities include delivering results on store profitability goals, providing a quality customer sales experience, determining customers' needs, handling transactions accurately, and reaching out to customers regarding past due balances to negotiate payment terms.

To be a successful Financial Service Representative at Momentum Financial Services Group, candidates should have at least one year of financial services or sales experience, a passion for customer service, prior cash-handling experience, and a high school diploma or equivalent education.

Financial Service Representatives at Momentum Financial Services Group enjoy a competitive hourly wage, a percentage of store profits for exceeding targets, comprehensive medical and dental benefits, Paid Time Off, a 401K with company matching, tuition assistance, and opportunities for career growth.

Momentum Financial Services Group is committed to nurturing talent and offers various career development opportunities, including training programs and pathways to leadership roles, ensuring that Financial Service Representatives are well-equipped for professional growth.

The work environment at Momentum Financial Services Group is dynamic and community-oriented, where Financial Service Representatives work collaboratively to support customers, tackle challenges, and achieve sales goals while being recognized for their contributions.

When answering this question, it's great to highlight specific experiences and achievements in sales that demonstrate your ability to connect with customers, meet their needs, and exceed sales targets, showcasing how these will translate effectively into the Financial Service Representative role.

Discuss techniques such as active listening, empathy, providing practical solutions, and maintaining professionalism. Give an example where you turned a difficult situation into a positive outcome focusing on the customer's experience.

Talk about how you assess store performance, identify areas for improvement, and implement sales strategies. Mention specific actions you took in your past roles to enhance profitability and engage with customers effectively.

Outline your understanding of compliance, including the steps you take to stay informed about regulations, error-checking practices you adhere to, and how you ensure that all customer transactions are processed securely and accurately.

Explain how you actively listen to customers, ask open-ended questions, and analyze their financial situations to provide tailored solutions that truly meet their needs as a Financial Service Representative.

Choose a specific instance where your efforts led to tangible results, detailing the strategies you used to surpass sales figures and how you engaged with customers to achieve that success.

Share your thoughts on interpersonal skills, sales acumen, or customer service being essential. Provide a personal example that illustrates how this skill has played a role in your previous successes.

Discuss methods you’ve used, such as creating a to-do list, scheduling tasks based on urgency, and how you remain adaptable when unexpected situations arise, ensuring quality service remains a priority.

Talk about the satisfaction you gain from helping customers achieve their financial goals, achieving sales targets, or the recognition and professional growth that comes from being part of a successful team.

Express your admiration for the company's community engagement, growth opportunities, or employee recognition programs. Relate your own values and career aspirations to what Momentum Financial Services Group stands for.