Bilingual Financial Service Representative (Remote- BC)
About The Position
If you are looking for more than a job, join Attain Finance (Cash Money) to start your career! Come and work for a company that has distinguished itself from competitors with quality product offerings, genuine customer service, robust operating systems, and a track record of new product innovation! When you join Cash Money, you become part of the Attain Finance team, our parent company with multiple brands and store operations across US and Canada. You’ll enjoy working in our energized and entrepreneurial culture with many opportunities to have long-term growth within our global organization. We have an upbeat, friendly and fast-paced environment. Our employees are excited to be a part of the Attain Finance family, as evidenced by our low turnover rates and energized company culture. We’ve consistently grown well ahead of other short-term loan lenders and are primed for continued growth and enduring success.
Requirements
- High School Diploma or equivalent (post-secondary education in Business, Finance, or a related field is an asset)
- Minimum 1 year of experience in customer service or financial sales
- At least 6 months of experience in collections or repayment negotiations
- Leadership or supervisory experience (minimum 6 months), preferably in lending or banking
- Proven success in meeting or exceeding sales targets
- Strong understanding of lending products, policies, and regulatory frameworks
- Excellent communication, organizational, and time-management skills
- Professional proficiency in English and either French or Spanish is required.
- This role supports clients through online channels, and the ability to communicate effectively in these languages is necessary to meet customer service needs.
- This is a fully remote role; a quiet, professional home office environment is required
- Must have reliable high-speed internet and be able to work independently
- Must be hardwired to your home modem using the provided ethernet cable and be able to meet the minimum work-from-home requirements (including hi-speed internet in your home with minimum 50 Mbps download & 5 Mbps upload speeds).
- Availability to work varied shifts, including evenings and weekends
Nice To Haves
- post-secondary education in Business, Finance, or a related field is an asset
Responsibilities
- Respond promptly and professionally to customer inquiries via phone or email.
- Guide customers through the application and approval process for payday loans and lines of credit.
- Promote financial products by clearly explaining terms, repayment options, and value-added services.
- Accurately process all transactions in compliance with company policies and regulatory requirements.
- Leverage internal systems and tools to support a seamless customer and sales experience.
- Meet or exceed performance standards, including dialer login time, call handling metrics, and quality assurance scores.
- Consistently achieve or exceed monthly sales targets and loan volume goals.
- Identify customer needs and recommend suitable financial products and services, including add-ons such as insurance and referral programs.
- Stay current with all product offerings and participate in cross-selling initiatives.
- Use performance dashboards to monitor KPIs and support action plans to address performance gaps.
- Collaborate with management on strategies to increase customer acquisition and brand awareness.
- Champion lead generation and follow-up processes to drive revenue and portfolio growth.
- Proactively follow up on leads and opportunities to maximize revenue generation.
- Maintain high standards of customer service, including resolving escalated concerns with professionalism and empathy.
- Conduct daily collection activities for delinquent accounts in a professional and empathetic manner, in accordance with company policies and procedures.
- Negotiate payment arrangements and ensure accurate documentation of all collection efforts.
- Track recovery performance and support efforts to improve customer repayment outcomes.
- Demonstrate active listening and empathy to build rapport and strengthen client relationships.
- Address escalated issues or disputes with a focus on resolution and preserving the client relationship.
- Monitor collection effectiveness and support efforts to improve repayment outcomes and minimize losses.
- Ensure all activities comply with regulatory and company requirements, including privacy, anti-fraud, and underwriting standards.
- Adhere to all audit, risk, data integrity, and workplace safety protocols.
- Escalate any compliance or risk concerns to appropriate internal contacts promptly.
Benefits
- paid time off
- health benefits
- basic life insurance
- disability coverage
- optional voluntary life benefits
- Company’s RRSP/DPSP program after three (3) months of employment, including company matching contributions
- Employee Assistance Program
- Emergency Relief Fund
- Attain4All
- Tuition Reimbursement
- Leadership Development Programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
