Financial Service Representative

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    "url": "https://careers-attainfinance.icims.com/jobs/9867/financial-service-representative/job",
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    "title": "Financial Service Representative",
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    "datePosted": "2026-06-19T04:00:00.000Z",
    "description": "<h2>Overview</h2>\n<p><strong>If you're seeking more than just a job, join LendDirect and kickstart your career!</strong></p>\n<p> </p>\n<p>Are you ready to make a difference in the world of consumer finance? At LendDirect, 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.</p>\n<p> </p>\n<p>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.</p>\n<p> </p>\n<p>Be part of a dynamic team that is shaping the future of consumer finance. Apply today!</p>\n<p> </p>\n<p><strong>Stories of Success</strong></p>\n<p><em>“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 LendDirect.”</em></p>\n<p><em>~ Conner B., Branch Manager – St. John, NB</em></p>\n<p><em> </em></p>\n<p><em>“My nearly decade-long journey with LendDirect 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 LendDirect 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.”</em></p>\n<p><em>~ Casey B., District Manager – Saskatchewan</em></p>\n<p> </p>\n<p><em>“In 2015 I joined the company 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!”</em></p>\n<p> </p>\n<p> </p>\n<h2>Responsibilities</h2>\n<p>The 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. </p>\n<p> </p>\n<p><strong>Key Responsibilities</strong></p>\n<p> </p>\n<p><strong>Customer Service & Loan Processing</strong></p>\n<p> • Respond promptly and professionally to customer inquiries via phone or email.</p>\n<p> • Guide customers through the application and approval process for payday loans and lines of credit.</p>\n<p>• Promote financial products by clearly explaining terms, repayment options, and value added services.</p>\n<p>• Accurately process all transactions in compliance with company policies and regulatory requirements.</p>\n<p>• Leverage internal systems and tools to support a seamless customer and sales experience.</p>\n<p> • Meet or exceed performance standards, including dialer login time, call handling metrics, and quality assurance scores. Sales Leadership & Revenue Generation</p>\n<p> • Consistently achieve or exceed monthly sales targets and loan volume goals.</p>\n<p> • Identify customer needs and recommend suitable financial products and services, including add-ons such as insurance and referral programs.</p>\n<p>• Stay current with all product offerings and participate in cross-selling initiatives.</p>\n<p>• Use performance dashboards to monitor KPIs and support action plans to address performance gaps.</p>\n<p> • Collaborate with management on strategies to increase customer acquisition and brand awareness.</p>\n<p>• Champion lead generation and follow-up processes to drive revenue and portfolio growth.</p>\n<p>• Proactively follow up on leads and opportunities to maximize revenue generation.</p>\n<p> </p>\n<p><strong>Customer Experience & Collections </strong></p>\n<p>• Maintain high standards of customer service, including resolving escalated concerns with professionalism and empathy.</p>\n<p>• Conduct daily collection activities for delinquent accounts in a professional and empathetic manner, in accordance with company policies and procedures.</p>\n<p>• Negotiate payment arrangements and ensure accurate documentation of all collection efforts. • Track recovery performance and support efforts to improve customer repayment outcomes.</p>\n<p> • Demonstrate active listening and empathy to build rapport and strengthen client relationships.</p>\n<p>• Address escalated issues or disputes with a focus on resolution and preserving the client relationship.</p>\n<p>• Monitor collection effectiveness and support efforts to improve repayment outcomes and minimize losses. Compliance, Risk & Audit</p>\n<p> • Ensure all activities comply with regulatory and company requirements, including privacy, anti-fraud, and underwriting standards.</p>\n<p>• Adhere to all audit, risk, data integrity, and workplace safety protocols.</p>\n<p> • Escalate any compliance or risk concerns to appropriate internal contacts promptly</p>\n<p> </p>\n<p> </p>\n<p><strong>Hours of Operation <em>(Eastern)</em>:</strong> Monday – Saturday 8:00am – 10:00pm ET.</p>\n<p> </p>\n<p><strong>Position:</strong> Remote</p>\n<p> </p>\n<p><strong>Job Type: </strong>Full Time</p>\n<h2>Qualifications</h2>\n<p><strong>Qualifications & Experience</strong></p>\n<p> • High School Diploma or equivalent (post-secondary education in Business, Finance, or a related field is an asset)</p>\n<p> • Minimum 1 year of experience in customer service or financial sales</p>\n<p>• At least 6 months of experience in collections or repayment negotiations</p>\n<p> • Leadership or supervisory experience (minimum 6 months), preferably in lending or banking</p>\n<p>• Proven success in meeting or exceeding sales targets</p>\n<p>• Strong understanding of lending products, policies, and regulatory frameworks</p>\n<p> • Excellent communication, organizational, and time-management skills</p>\n<p><strong> </strong></p>\n<p><strong>Working Conditions</strong></p>\n<p>• This is a fully remote role; a quiet, professional home office environment is required</p>\n<p> • Must have reliable high-speed internet and be able to work independently</p>\n<p>• Availability to work varied shifts, including evenings and weekends</p>\n<p><strong> </strong></p>\n<p><strong>Key Competencies </strong></p>\n<p>• Sales-driven leadership and initiative</p>\n<p> • Strong financial services acumen</p>\n<p> • Customer-first mindset and relationship-building skills</p>\n<p> • High level of compliance and operational discipline</p>\n<p> • Results-focused, adaptable, and team-oriented</p>\n<p> </p>\n<p> </p>\n<p>Hourly Rate: 19.00-25.00 CAD</p>\n<p> </p>\n<p> </p>\n<p><em>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.</em></p>\n<p> </p>\n<p><em>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.</em></p>\n<p> </p>\n<p> </p>\n<p><strong>Key Words: </strong>Call Center, Customer Service, Cash Handling, Loans, Financial Services, Teamwork, Retail, Bank Teller</p>\n<p> </p>\n<p> </p>\n<p><em>#Remote</em></p>\n<h2>EEO Statement</h2>\n<p><em>Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money®, LendDirect®, Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.</em></p>\n<p> </p>\n<p><em><strong>Notice to Attain Finance job applicants:</strong> Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca.</em></p>",
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