Financial Service Representative

goeasy Ltd.; Lethbridge; On-site; CAD 40,000 - 60,000; Full time

Job summary

Join a forward-thinking company that is one of Canada’s fastest-growing organizations! As a Financial Service Representative, you will play a vital role in helping customers achieve their financial goals through personalized service and expert guidance. This position offers comprehensive training, a supportive work culture, and numerous opportunities for professional development. With a strong emphasis on customer satisfaction and integrity, you will engage with clients to ensure they receive the best financial solutions tailored to their needs. If you are passionate about making a difference and thrive in a dynamic environment, this is the perfect opportunity for you!

Benefits

Extended Healthcare Coverage

Tuition Assistance Program

Employee Discounts

Paid Volunteer Days

Incentive Plans

Leadership Development Programs

Qualifications

• Excellent communication skills and results-oriented mindset.
• Some experience in a customer-facing environment is preferred.

Responsibilities

• Build superior customer sales experiences through various channels.
• Manage overdue accounts and assist customers in credit building.
• Educate customers on financial products and their terms.

Skills

Customer Engagement

Sales Skills

Financial Analysis

Communication

Empathy

Education

High School Diploma

Experience in Customer Service

Job description

If you are looking to join one of Canada’s fastest-growing companies, goeasy Ltd. is the place for you! Recognized as one of North America’s Most Engaged Workplaces, we want the best to join our team.

easyfinancial is one of Canada’s leading non-prime lenders, proud of helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $100,000, even when others say no.

As a Financial Service Representative, your responsibilities include generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit through monthly payments.

No experience? Looking for a career opportunity? We offer comprehensive training programs to equip you with the tools needed for success.

What’s In It For You

• Benefits and Perks package that goes beyond your base salary:
• Financial: Monthly, quarterly, and semi-annual incentive plans; RRSP and Employee Share Purchase Plan matching
• Health & Lifestyle: Extended healthcare coverage, including Mental Health and on-demand virtual healthcare; 5 personal days, company-paid volunteer days, Sundays off, and paid birthday off in addition to paid vacation days
• Perks: Perkopolis employee discount program; REMIC Licensing; employee discounts on furniture, electronics, and appliances; easyloans at lower interest rates; Tuition Assistance Program
• Recognition: Opportunities for monthly, quarterly, and semi-annual awards; Leadership development programs with over 70% internal promotion rate

What You Will Do

• Build superior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email
• Demonstrate compassion and empathy for customers by understanding their situation and needs, matching them to suitable financial products
• Educate and empower customers to achieve their financial goals through credit building
• Capitalize on financial cross-sales and add-on products
• Communicate the terms and conditions of financial products
• Review and evaluate prospective loans through financial analysis and risk assessments
• Manage collections activities for past due accounts
• Secure all required information to process customer applications with strong attention to detail

Who You Are

• An excellent communicator who is results-oriented, aiming to drive sales and increase customer satisfaction
• Compassionate and operates with integrity in every sale, caring deeply for customers
• Some experience in a customer-facing environment
• Able to pass background checks (criminal, employment, and credit)

Why Work for goeasy?

To learn more about our culture, watch the video below or visit goeasy Careers.

At goeasy, we believe that bringing your best self to work every day is essential. We are committed to fostering a work culture where everyone feels seen and heard and can fulfill their potential. As an equal opportunity employer, we provide accommodations for applicants upon request at any stage of the recruitment process, in accordance with legislative requirements across Canada. Please let us know if you require an accommodation during any part of the recruitment process, and we will work with you to meet your needs.