Serve Calgary customers as a Financial Service Representative using consultative sales and solid communication skills onsite. Guide loan applications with care and professionalism.
At Lend Direct, you will support new and existing customers throughout the loan process. You will educate customers about financial products, identify upselling opportunities, and help address past-due accounts. Hands-on training and one-on-one mentoring support skill development while you follow regulatory guidelines and company policies.
Key Responsibilities:
- Guide new and existing customers through loan processes
- Educate customers on financial products and services
- Identify opportunities to upsell and cross-sell offerings
- Manage inbound and proactive outbound customer calls
- Collaborate on past-due accounts and resolution solutions
Requirements:
- High School diploma or equivalent required
- Customer-focused approach and genuine desire to help
- Confidence promoting products that meet customer needs
- Excellent verbal and written communication skills
- Customer service, sales, or consumer finance experience preferred
Build customer relationships through lending, sales, communication, and compliant financial service at Lend Direct's Calgary location.