Financial Services Representative Oshawa

Financial Services Representative Oshawa

On-site
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Serve Oshawa customers through lending expertise, consultative sales, and personalized financial guidance at LendDirect's onsite location.

As a Financial Service Representative, you will support new and existing customers throughout the loan process. You will explain financial products, identify suitable opportunities, manage calls, and assist with past-due accounts. Hands-on training and one-on-one mentoring support skill development.

Key Responsibilities:

  • Guide customers through loan processes with professional support
  • Educate customers about financial products and services
  • Identify upselling and cross-selling opportunities through consultations
  • Manage inbound and proactive outbound customer calls
  • Collaborate on past-due accounts and resolution options

Requirements:

  • High School diploma or equivalent required
  • Customer service, sales, or consumer finance experience preferred
  • Strong verbal and written communication skills
  • Ability to solve customer challenges creatively
  • Willingness to learn systems and processes

Build customer relationships through loans, sales, financial services, and delinquency support as a LendDirect representative in Oshawa.

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Contact Details:

LendDirect Recruitment Team