Client Services Agent

Altis Technology; Dryden; On-site; CAD 38,000 - 56,000; Full time

Job summary

Altis Technology is seeking a customer-focused associate in Dryden, Ontario to help clients navigate lending options. You will interact with customers in person and by phone, learning the lending side through hands-on coaching and support.

Prior lending experience is not required, but strong communication and empathy are essential. You’ll join a supportive team with coaching as part of the culture and opportunities for advancement as you develop sales and relationship-building skills in

Qualifications

• 1+ year of sales or customer-facing experience is an asset.
• Strong communication and relationship-building skills.
• Genuine empathy and patience with customers.
• Drive and motivation to achieve goals with resilience.
• Natural ability to ask meaningful questions and identify needs.
• Coachability and willingness to learn and apply feedback.
• Strong judgment, accountability and integrity.

Responsibilities

• Build trust with customers by asking thoughtful questions to understand financial needs.
• Connect with customers in person and via outbound calls; follow up on applications.
• Guide loan applications from initial conversation to closing and recommend lending and protection options.
• Identify additional customer needs and contribute to individual and branch sales goals.
• Handle sensitive conversations (missed payments) with empathy and professionalism.
• Stay organized, follow up, and adhere to lending policies and compliance.

Skills

Sales experience

Communication

Empathy

Goal orientation

Questioning

Coachability

Integrity

Job description

Location: Dryden, on-site
Language: Strong written and spoken English communication skills
Background Check Requirement: Successful criminal background check, credit check, and validation of work experience required

About the Opportunity

If youre a natural communicator who builds trust quickly, brings empathy to difficult conversations, and is motivated to achieve goals, this could be a great opportunity to build your career in financial services. Previous lending experience is an asset, but it isnt what matters most. This consumer financial services organization is looking for people with the personality, drive, and communication skills to connect with customers and make a positive impact.

Youll work closely with customers by phone and in person, helping them navigate financial needs and identify appropriate solutions. Youll join a supportive branch team where coaching is part of the culture and motivated employees can build their skills and grow into more senior opportunities over time.

Whats In It for You

Bring your customer service or sales experience and learn the lending side of the business through hands-on coaching and support. This is an opportunity to enter financial services without needing a traditional banking background, while developing valuable sales, lending, and relationship-building skills in a workplace that recognizes initiative, resilience, and growth.

Your Responsibilities

• Youll build trust with customers, asking thoughtful questions to understand their financial needs and circumstances.
• Youll connect with customers in person and through high-volume outbound calling, including following up on applications and previous inquiries.
• Youll guide loan applications from initial conversation through to closing and recommend suitable lending and optional protection solutions.
• Youll identify additional customer needs and contribute toward individual and branch sales goals.
• Youll approach sensitive conversations, including missed payments and financial hardship, with empathy, confidence, and professionalism.
• Youll stay organized and accountable for follow-ups while consistently following lending policies, procedures, and compliance requirements.

Skills and Qualifications

• 1+ year of sales or customer-facing experience is an asset, particularly in retail, hospitality, telecom, automotive, insurance, fitness, contact centres, or other fast-paced environments. Previous lending experience is not required.
• Strong communication and relationship-building skills, with confidence connecting with people over the phone and in person.
• Genuine empathy and patience, especially when supporting customers through stressful or sensitive financial situations.
• Drive and motivation to achieve goals, paired with resilience when results do not come immediately.
• A natural ability to ask meaningful questions, listen closely, and identify solutions that meet customer needs.
• Coachability and a willingness to learn, apply feedback, and continually improve.
• Strong judgment, accountability, integrity, and the ability to balance customer needs with policies and business requirements.

Note from the Hiring Manager

We can teach you the lending side of the role. Whats most important to us is who you are with customers. Were looking for someone who communicates naturally, leads with empathy, stays motivated by goals, and is eager to learn and grow.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.