Financial Service Representative

PAY2DAY Inc.; Greater Sudbury; On-site; CAD 38,000 - 52,000; Full time

Benefits offered by this job

Accommodations available

Job summary

Pay2Day Inc. is hiring a Financial Service Representative in Greater Sudbury to be the friendly face of the company, helping customers manage deposits, withdrawals and loan-related activities.

You’ll build client relationships, ensure accurate cash handling, and promote essential banking services within a fast-paced retail environment. The role emphasizes proactive service, integrity and community support, with opportunities to collaborate across departments and support clients with tailored

Qualifications

• Proven experience in financial sales or customer relationship management in banking or retail.
• Strong cash handling and basic math skills.
• Experience with financial software systems.
• Ability to perform 10-key typing.
• Excellent communication and customer service skills.
• Knowledge of fraud prevention techniques.
• Ability to work in a fast-paced environment with attention to detail.
• Availability for 7 days a week including afternoons/evenings.

Responsibilities

• Assist customers with deposits, withdrawals, and cash handling with accuracy.
• Manage customer accounts and respond to inquiries related to loans, payments, or status.
• Detect and prevent fraud by monitoring transactions per security protocols.
• Process loan applications and facilitate origination and processing.
• Maintain detailed transaction records in line with company policies.
• Deliver excellent customer service by listening to client needs and offering tailored financial solutions.

Skills

Cash handling

10-key typing

Customer service

Financial software

Fraud prevention

Communication

Banking operations

Team collaboration

Attention to detail

Job description

Pay2Day Inc. is a customer-focused payday loan provider dedicated to delivering quick, easy, and accessible financial solutions. Since 2006, we have prioritized convenience and transparency, offering short-term loans along with a variety of financial services to meet our customers' needs.

Job Summary

We are seeking an energetic and detail-oriented Financial Service Representative to join our team. In this role, you will be the friendly face of our company, helping customers manage their financial transactions, develop relationships, and access essential banking and lending services. Your enthusiasm and commitment to excellent customer service will drive positive experiences and foster long-term client relationships.

Duties

• Assist customers with financial transactions including deposits, withdrawals, and cash handling while ensuring accuracy in debits and credits.
• Manage customer accounts by providing personalized relationship management and addressing inquiries related to loans, payments, or account status.
• Detect and prevent fraud by monitoring transactions for suspicious activity and adhering to security protocols.
• Process loan applications, verify documentation, and facilitate loan origination and processing efficiently.
• Maintain detailed records of all transactions, cash management activities, and customer interactions in compliance with company policies.
• Deliver exceptional customer service by actively listening to client needs and offering tailored financial solutions.

Requirements

• Proven experience in financial sales or customer relationship management within banking or retail environments.
• Strong understanding of banking operations including cash handling, cashiering, debits & credits, and basic math skills.
• Familiarity with financial software systems used for transaction processing and account management.
• Ability to perform 10-key typing accurately for data entry tasks.
• Excellent communication skills with a positive attitude toward customer service.
• Knowledge of fraud prevention techniques and security procedures related to financial transactions.
• Ability to work efficiently in a fast-paced environment while maintaining attention to detail. Join us as a Financial Service Representative and become an integral part of a team that values proactive service, integrity, and community support!
• Collaborate with various departments to maximize profit while focusing on exceptional customer service and sales.
• Focusing on client retention
• Growing the business.

Additional characteristics of our team members include:

• Customer focused; Check us out on Google and Trust Pilot. Our customers love us, and we LOVE them! We do what’s right for our clients when it counts, not what is easy.
• Team players; We all succeed together and want the best for everyone on our team.
• Goal oriented; We care about our results and understand that the performance of our company is a reflection of us.
• Outgoing; Team members participate in community events, talk to potential clients, and perform local marketing tasks.
• Open to feedback; Team members at all levels have an open-door policy. Feedback makes us stronger as individuals and employees.
• Hard working; Our team members will do whatever it takes and more to get the job done. Our high performing team actively looks for solutions. We only focus on the barriers to understand how to break them down.
• Flexibility; Our Stores are open 7 days a week with varying hours. .
• Innovative; Our team is full of tech savvy, creative people who think outside the box, will communicate new ideas and embrace change.
• Detail Oriented; Both internal and external clients matter so we take care in how and what we do in order to continually exceed expectations.

Candidate must have an open availability for Thursdays, Fridays, Saturdays and Sundays as this is a 7 day a week operation. Must be available to work afternoons, evenings and weekends to meet our client’s business needs,

Pay2Day welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

There is 1 current position vacant.

For more information about our company, visit www.pay2day.ca and check out our locations