Financial Service Representative

Kibbi Technologies Inc.; Halifax; On-site; CAD 23,000 - 33,000; Full time

Benefits offered by this job

Tuition reimbursement

Paid time off

Life insurance

Employee assistance program

Disability insurance

RRSP

Job summary

LendDirect seeks a Financial Service Representative to help customers with loans and financial solutions. You will handle inquiries, guide applicants through the process, and promote our offerings with a service-first mindset.

You will work from our Halifax location, enjoy comprehensive benefits, and participate in ongoing coaching to grow your career in a fast-paced environment.

Qualifications

• Passionate about customer service and eager to learn.
• Fast-paced, team-oriented environment.
• Strong written and verbal communication skills.
• Willingness to learn about financial products and services.

Responsibilities

• Deliver Exceptional Service: Provide outstanding support to new and existing customers, guiding them through the loan process with care and professionalism.
• Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
• Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business.
• Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
• Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build skills and confidence.
• Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

Skills

Customer Focus

Sales Mindset

Strong Communication

Problem-Solving Skills

Adaptability

Team Player

Education

High School diploma or equivalent

College coursework or degree is a plus

Job description

FINANCIAL SERVICE REPRESENTATIVE - LENDDIRECT OFFICE 1647

LendDirect

3095 Robie St, Halifax, NS B3K 4P7

Pay: $17.50–$23.50 an hour - Full-time

JOB DETAILS

BENEFITS

• Tuition reimbursement
• Paid time off
• Life insurance
• Employee assistance program
• Disability insurance
• RRSP

RESPONSIBILITIES

As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need.

• Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
• Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
• Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
• Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
• Learn and Grow: Participate in a hands‑on training program with one‑on‑one mentoring to build your skills and confidence.
• Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

QUALIFICATIONS

We’re looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast‑paced, team‑oriented environment.

• Customer Focus: A genuine desire to help others and provide top‑tier service in every interaction.
• Sales Mindset: Confidence in promoting products and services that meet customer needs.
• Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
• Problem‑Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
• Adaptability: Willingness to learn new systems and processes in a dynamic environment.
• Team Player: A collaborative spirit with a desire to contribute to team success.
• Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
• Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!

Work Location: 3095 Robie Street, Halifax, NS B3K 4P7

Operating Hours: Monday - Friday 9:00am - 7:00pm, Saturday 9:00am - 5:00pm

Hourly: $17.50 - $23.50

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the provincial average. The actual base hourly offered for this full‑time position will be determined by various factors.

All full‑time employees are eligible for benefits effective on their first day of employment, including paid time off, health benefits, basic life insurance, disability coverage, and optional voluntary life benefits. Employees are also eligible to participate in the Company’s RRSP/DPSP program after three (3) months of employment, including company matching contributions.

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

STORIES OF SUCCESS

“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM position at a new cashless location. Over the course of six months, I was able to study and observe several stores in my district for different views and styles of work, and in December 2024 I successfully opened the new branch in Saint John! With the support of several key people from head office and my DM, I am gracious for the opportunities that have been given to me in my three years here with LendDirect.”

~ Conner B., Branch Manager – St. John, NB

“My nearly decade-long journey with LendDirect has been an incredible experience filled with growth, opportunity, and development. Over the years, I’ve had the privilege of working in three different provinces, held various positions, which allowed me to adapt to diverse markets, broaden my skill set, and gain a comprehensive understanding of the business. In 2024, I was honored to take on the role of District Manager! Looking back on the past decade, I’m incredibly grateful for the opportunities I’ve been given to grow within the organization. My journey with LendDirect has been defined by continuous learning, embracing challenges, and striving for excellence. I’m excited to build on this foundation and look forward to what the future holds as I continue my career.”

~ Casey B., District Manager – Saskatchewan

“In 2015 I joined the company as an Assistant Manager. One year later I was promoted to Branch Manager where I focused on building relationships and developing others in my store to help them get ready for their next position within the company. In 2021, I moved into corporate as part of the Attain Finance Talent Acquisition team!”

~ Hypatia P., Store Operations Recruiter - Canada

Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Sales, Collections

#LI-Onsite #LendDirect #LENDRP