Financial Service Representative

About the role

Deliver results on store profitability goals
Provide a quality customer sales experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements

Responsibilities

• Deliver results on store profitability goals
• Provide a quality customer sales experience through efficient execution of all customer transactions
• Determine customers' needs and provide them with solutions that satisfy those needs
• Handle cash and accurately enter transactions into the system
• Contact customers over the phone with past due balances and negotiate payment terms and schedules
• Complete all documentation accurately
• Follow safety, security, and compliance requirements

Requirements

• Be sales driven
• Have a minimum of one year of financial services and sales experience
• Have a passion for customer service
• Have previous cash handling experience
• Have a high school diploma or equivalent

Qualifications

• Current First Aid and CPR certification (considered an asset)

Skills

• Sales driven
• Financial services and sales experience
• Passion for customer service
• Previous cash handling experience
• High school diploma or equivalent

Benefits

• Comprehensive Medical/Dental Benefits
• Competitive Paid Time Off
• Plan for your future with our group Retirement Options
• Education Reimbursement Program to invest in your education and career growth
• Exclusive Perks through Perkopolis - enjoy special discounts and offers
• Discounted company services including foreign exchange and Koodo services
• Free company services including cheque cashing, money orders, Telpay/bill payment, and prepaid Mastercard
• Additional benefits include monthly bonus potential based on operational success

Pay

Market competitive Pay
Monthly bonus potential based on the operational success you drive

Schedule

During a typical day, you will:

• Deliver results on store profitability goals
• Provide a quality customer sales experience through efficient execution of all customer transactions
• Determine customers' needs and provide them with solutions that satisfy those needs
• Handle cash and accurately enter transactions into the system
• Contact customers over the phone with past due balances and negotiate payment terms and schedules
• Complete all documentation accurately
• Follow safety, security, and compliance requirements

Company Culture

We are committed to creating an environment where everybody is somebody, and together, we win as a team. We believe diversity drives innovation, enhances creativity, and strengthens our communities. Our dedication to inclusivity goes beyond representation; it's about fostering a culture where everyone can thrive and contribute their unique perspectives.

Our Commitment to Responsible Innovation

We are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable. This includes strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals.