Civil Engineering

The Customer Service Representative is responsible for creating an exceptional customer experience by providing exceptional customer service. This role is expected to model the core values of our company through day-to-day interactions. The Customer Service Representative reports directly to the Branch Manager.

We are certified as a Great Place to Work, which means that our employees voted for us — this is the place to be working! Apply today and find out more!

Our purpose is to End Financial Exclusion. We are driving this ship to be the one and only transitional lender of choice for Canadians across the country. We strongly believe in providing relief today and hope for tomorrow when our clients need us the most.

Job Type: Full Time

Specific Job Duties:

Operational Standards

1. Consistently strive to ensure that the customer receives exceptional service.
2. Review and understand various reporting statements.
3. Promote the business by developing professional relationships with clients, promoting marketing material, and completing daily reports.
4. Ensure accurate data entry when completing loan applications.
5. Participate in the planning and execution of local store marketing initiatives, both internally and externally.
6. Perform recovery calls for accounts that are delinquent.
7. Maintain exceptional inbound and outbound phone skills to communicate products and services with new and existing clients.
8. Open bank accounts and ensure all data entry is accurate.
9. Resolve client concerns and escalate as necessary.
10. Ensure Cashco Financial company standards are always maintained.
11. Adhere to all corporate policies and procedures.
12. Follow all cash control policies outlined in the policies and procedures.
13. Complete nightly bank deposits.
14. Balance cash, debit swipes, and cheque cashing.
15. Ensure all negotiable items are accurately balanced.
16. Report all cash discrepancies as per Cashco Financial’s Cash Over/Short Incident reporting policy.

Compliance

1. Ensure all regulatory requirements and diligence in reporting as required by AML and other provincial specific legislation are being followed.
2. Keep all client information strictly confidential and in accordance with Cashco Financial privacy policies.

Personal Behavior and Development

1. Follow time and attendance policies.
2. Maintain professionalism at all times when representing Cashco Financial.
3. Foster relationships based on trust, honesty, and respect with co-workers and clients.
4. Seek continuous improvement through additional learning or personal growth.
5. Practice self-awareness and identify personal development needs to demonstrate continuous improvement.

Experience & Requirements:

1. Able to succeed and adapt to a fast-paced environment.
2. Ability to work evenings and weekends only.
3. Able to work independently under minimal supervision.
4. Basic computer knowledge and ability to learn new software quickly.
5. Customer service and/or sales experience.
6. Effective communication and interpersonal skills.
7. Team player with the ability to maintain a high level of enthusiasm.