Financial Services Advisor: Credit & Customer Growth

easyfinancial; Owen Sound; On-site; CAD 26,000 - 28,000; Full time

Job summary

goeasy is seeking a Financial Service Representative to build strong customer relationships in person, over the phone, and by email, while guiding clients toward suitable financial products and improving their credit.

You will engage in cross-sales, handle past-due collections when needed, and ensure accurate application data. The role emphasizes customer care, financial empathy, and achievement in a fast-paced environment.

Qualifications

• Excellent communicator with a people- and results-oriented approach.
• Experience in a customer-facing environment and comfortable interacting with customers over the phone.
• Strong objection handling and negotiation skills.
• Financially motivated in fast-paced, competitive environments.
• Able to pass background checks (criminal, employment, and credit).

Responsibilities

• Build strong relationships with customers in person, over the phone, and by email.
• Understand customers' situations and match to suitable financial products.
• Educate and empower customers to improve their credit.
• Capitalize on cross-sales and add-on products.
• Manage collections for past-due accounts.
• Secure information to fulfill applications with attention to detail.

Skills

Communication skills

Sales orientation

Customer service

Phone experience

Negotiation skills

Job description

goeasy is seeking a Financial Service Representative to build strong customer relationships in person, over the phone, and by email, while guiding clients toward suitable financial products and improving their credit.

You will engage in cross-sales, handle past-due collections when needed, and ensure accurate application data. The role emphasizes customer care, financial empathy, and achievement in a fast-paced environment.