Financial Service Representative (Remote- BC)

Overview

If you are looking for more than a job, join Attain Finance (Cash Money) to start your career!

Come and work for a company that has distinguished itself from competitors with quality product offerings, genuine customer service, robust operating systems, and a track record of new product innovation!

When you join Cash Money
, you become part of the Attain Finance team, our parent company with multiple brands and store operations across US and Canada. You’ll enjoy working in our energized and entrepreneurial culture with many opportunities to have long-term growth within our global organization.

We have an upbeat, friendly and fast-paced environment. Our employees are excited to be a part of the Attain Finance family, as evidenced by our low turnover rates and energized company culture. We’ve consistently grown well ahead of other short-term loan lenders and are primed for continued growth and enduring success.

Why you would love to work at our company:

"I embarked on my career as a Recovery Officer at Cash Money in February 2021, following my return from maternity leave during the pandemic. I sought a stable position with growth potential and the flexibility to work from home. By July 2021, I was promoted to Recovery Team Lead, where I embraced a leadership and training role within the Recovery Department."

~ Shannon

E.

- QA Business Analyst, Attain Finance– Canada

“Since joining Cash Money in 2022 as a Recovery Officer, I’ve had the incredible opportunity to grow and expand my skill set. I transitioned into a Team Leader role, where I honed my leadership abilities and was able to guide my team to success. In 2023, I took on a new challenge by joining the Corporate Sales Team, further broadening my expertise, and contributing to Attains growth.

Most recently, in December 2024, I was promoted to Strategic Operations Specialist, where I now focus on streamlining processes and driving operational efficiency. My journey here has been a rewarding experience, and I’m excited to continue contributing to the future success of Attain Finance!”

~ Gregory S., Strategic Operations Specialist, Attain Finance - Canada

Financial Services Representative (FSR) is a remote, call center-based role responsible for delivering exceptional customer service and providing financial solutions such as payday loans and lines of credit.

The FSR supports customers through the full loan lifecycle, including applications, account management, and collections—while ensuring compliance with internal policies and regulatory standards. As the first point of contact, the FSR must demonstrate strong communication skills, a sales-driven mindset, and the ability to perform in a fast-paced, metric driven environment. This role directly contributes to business growth and customer retention by providing personalized, solution-focused support.

Key Responsibilities

• Respond promptly and professionally to customer inquiries via phone or email.
• Guide customers through the application and approval process for payday loans and lines of credit.
• Promote financial products by clearly explaining terms, repayment options, and value added services.
• Accurately process all transactions in compliance with company policies and regulatory requirements.
• Leverage internal systems and tools to support a seamless customer and sales experience.
• Meet or exceed performance standards, including dialer login time, call handling metrics, and quality assurance scores.

• Consistently achieve or exceed monthly sales targets and loan volume goals.
• Identify customer needs and recommend suitable financial products and services, including add-ons such as insurance and referral programs.
• Stay current with all product offerings and participate in cross-selling initiatives.
• Use performance dashboards to monitor KPIs and support action plans to address performance gaps.
• Collaborate with management on strategies to increase customer acquisition and brand awareness.
• Champion lead generation and follow-up processes to drive revenue and portfolio growth.
• Proactively follow up on leads and opportunities to…