Financial Services Customer Advocate

Tim's Financial

Port Alberni

Remote

CAD 23,000 - 32,000

Full time

10 days ago
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Benefits offered by this job

RRSP match
Employee Share Purchase Plan
Employee discounts
24/7 healthcare with Virtual Doctor
Customizable benefits package
Birthday off PAID
Vacation and personal days

Job summary

goeasy is hiring a Financial Service Representative to welcome customers in person, over the phone, and via email. You will assess needs, recommend appropriate lending products, and help customers build credit while pursuing cross-sales opportunities.

The role emphasizes compassionate customer service, sales drive, and accurate processing of applications. Background checks and legal eligibility to work in Canada are required, with opportunities for performance-based bonuses.

Qualifications

  • Excellent communicator with strong people skills.
  • Experience in a customer-facing environment, comfortable with calls and email.
  • Strong objection handling and negotiation abilities.

Responsibilities

  • Build strong relationships by welcoming and engaging customers in person, over the phone, and by email.
  • Understand customer needs and match them to suitable financial products.
  • Educate customers to achieve their financial goals and improve their credit.
  • Capitalize on cross-sales and add-on products.
  • Manage collections activities for past due accounts.
  • Secure accurate information to fulfill customer applications with attention to detail.

Skills

Excellent communicator
Customer-facing experience
Objection handling
Sales oriented
Negotiation skills

Job description

goeasy is hiring a Financial Service Representative to welcome customers in person, over the phone, and via email. You will assess needs, recommend appropriate lending products, and help customers build credit while pursuing cross-sales opportunities.

The role emphasizes compassionate customer service, sales drive, and accurate processing of applications. Background checks and legal eligibility to work in Canada are required, with opportunities for performance-based bonuses.

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