Financial Service Representative

Overview

If you're seeking more than just a job, join Lend Direct and kickstart your career

Are you ready to make a difference in the world of consumer finance? At Lend Direct, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.

Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.

Be part of a dynamic team that is shaping the future of consumer finance. Apply today

Stories of Success

"After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM position at a new cashless location. Over the course of six months, I was able to study and observe several stores in my district for different views and styles of work, and in December 2024 I successfully opened the new branch in Saint John With the support of several key people from head office and my DM, I am gracious for the opportunities that have been given to me in my three years here with Lend Direct."

~ Conner B., Branch Manager – St. John, NB

 

"My nearly decade-long journey with Lend Direct has been an incredible experience filled with growth, opportunity, and development. Over the years, I've had the privilege of working in three different provinces, held various positions, which allowed me to adapt to diverse markets, broaden my skill set, and gain a comprehensive understanding of the business. In 2024, I was honored to take on the role of District Manager Looking back on the past decade, I'm incredibly grateful for the opportunities I've been given to grow within the organization. My journey with Lend Direct has been defined by continuous learning, embracing challenges, and striving for excellence. I'm excited to build on this foundation and look forward to what the future holds as I continue my career."

~ Casey B., District Manager – Saskatchewan

"In 2015 I joined Cash Money as an Assistant Manager.  One year later I was promoted to Branch Manager where I focused on building relationships and developing others in my store to help them get ready for their next position within the company.  In 2021, I moved into corporate as part of the Attain Finance Talent Acquisition team"

~ Hypatia P., Store Operations Recruiter - Canada

Responsibilities

As a Financial Service Representative, you'll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it's a chance to grow your career, make a difference, and be rewarded for your success.

If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together

Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.

Qualifications

We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.

Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.Sales Mindset: Confidence in promoting products and services that meet customer needs.Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.Adaptability: Willingness to learn new systems and processes in a dynamic environment.Team Player: A collaborative spirit with a desire to contribute to team success.Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we'll train the right candidate

Work Location: 565 Bernard Ave, Suite 104, Kelowna, BC V1Y 8R2

Operating Hours: Monday - Friday 9:00am - 7:00pm, Saturday 9:00am - 5:00pm

Hourly: $ $25.00

The base hourly range represents the low and high end of the anticipated hourly range for this position based on the provincial average.  The actual base hourly offered for this full-time position will be determined by various factors, including, but not limited to, location, skills, knowledge, competencies, and experience.

All full-time employees are eligible for the following benefits, starting on day one: Paid Time Off, Medical, Dental, Vision, Life Insurance, Disability, and other voluntary coverages.  You will also be eligible to participate in our RRSP/DPSP program once you have completed 3 months of employment with a company match.

Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

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#CashMoney

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Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Sales, Collections

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