Financial Services Advisor: Credit Solutions and Customer Care

easyfinancial; Kamloops; On-site; CAD 28,000 - 34,000; Full time

Benefits offered by this job

RRSP match

Employee Share Purchase Plan

Employee discounts

24/7 healthcare

Customizable benefits

Birthday off

Paid vacation & personal days

Job summary

easyfinancial in Canada is seeking a Financial Service Representative to welcome customers in person, over the phone, and by email; you will assess needs and match them to suitable financial products while helping build credit.

You will handle cross-sell opportunities, manage collections for past-due accounts, and secure information for applications with meticulous attention to detail; the role requires strong communication and goal-oriented performance.

Qualifications

• Excellent communicator with strong interpersonal skills.
• Experience in a customer-facing environment, phone-based interaction.
• Strong objection handling and negotiation abilities.
• Financially motivated sales oriented to drive results.
• Able to pass criminal, employment, and credit background checks.
• Legally eligible to work in Canada on a full-time basis; no sponsorship offered.

Responsibilities

• Build strong relationships by welcoming and engaging customers in person, over the phone, and by email.
• Understand customers’ situations and needs to match them to suitable financial products.
• Educate and empower customers to improve their financial standing and credit.
• Capitalize on cross-sales and add-on products to grow account value.
• Manage collections activities for all past due accounts with attention to detail.
• Secure all required information to fulfill customer applications for products and services.

Skills

Excellent communicator

Customer-facing

Negotiation

Sales mindset

Background checks

Eligibility to work in Canada

Job description

easyfinancial in Canada is seeking a Financial Service Representative to welcome customers in person, over the phone, and by email; you will assess needs and match them to suitable financial products while helping build credit.

You will handle cross-sell opportunities, manage collections for past-due accounts, and secure information for applications with meticulous attention to detail; the role requires strong communication and goal-oriented performance.