Join easyfinancial as a Customer-Focused Financial Service Representative in this remote position. Help customers navigate their financial needs and provide tailored solutions in a full time capacity.
As a part of the Customer Experience team, your mission will be to engage with clients compassionately, analyzing their situations and pairing them with suitable financial products. Your success will hinge on effective communication and problem-solving skills, alongside a passion for helping others achieve their financial aspirations. You will also play a key role in sales and collections management.
Key Responsibilities:
• Build rapport with customers through various communication channels
• Match customers' situations with suitable financial solutions
• Guide clients in achieving their financial objectives
• Drive cross-sales of financial products and services
• Handle overdue accounts with tact and professionalism
Requirements:
• Excellent communication skills with a focus on customer satisfaction
• Experience in customer service roles
• Skilled in negotiation and overcoming objections
• Sales-driven mindset with a focus on results
• Eligible to work in Canada without sponsorship
Take the next step in your financial services career by empowering clients at easyfinancial.
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