Financial Services Representative
Job in
Mississauga, Ontario, Canada
Listed on 2026-11-02
Listing for:
Attain Finance
Full Time
position Listed on 2026-11-02
Job specializations:
-
Customer Service/HelpDesk
Banking & Finance, Customer Success Management -
Sales
Financial Sales, Banking & Finance, Customer Success Management
Job Description & How to Apply Below
Serve Mississauga customers at Lend Direct using customer service and consultative sales skills in an onsite Financial Service Representative role.
As a Financial Service Representative, you will guide new and existing customers through loan processes and financial products. You will build relationships, manage calls, support past-due account resolution, and follow regulatory guidelines. Hands-on training and one-on-one mentoring support skill development.
Key Responsibilities:- Guide customers through loan processes with care
- Educate customers about financial products and services
- Identify upselling and cross-selling opportunities
- Manage inbound and proactive outbound customer calls
- Collaborate on past-due account solutions
- High School diploma or equivalent required
- Genuine desire to help customers
- Confidence promoting products meeting customer needs
- Strong verbal and written communication skills
- Customer service, sales, or consumer finance experience preferred
Apply customer service, sales, communication, and problem-solving skills while supporting Lend Direct customers in Mississauga.
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