About the Role:
We are looking for an enthusiastic and self-motivated Part-time Customer Success Representative to join the Financeit team. As a Customer Success Representative, you will be the go-to person to help answer questions, troubleshoot problems, and provide a great experience for our Partners and Borrowers. You’ll also oversee and coordinate loan payments.
What you'll do:
- Provide top notch customer service by resolving Partner and Borrower inquiries via phone (inbound and outbound) and email.
- Respond to all inquiries promptly and maintain detailed notes and customer information.
- Post, reconcile, and balance daily financial transactions related to loan payments and reversals.
- Maintain strict service level agreements associated with payment processing and daily, weekly, and monthly reconciliations.
- Understand all the ins and outs of Financeit’s services and products.
- Identify opportunities to improve overall customer service experience.
- Be an internal champion and voice for our Partners/Borrowers.
- Work on other special projects to improve the customer experience.
Requirements
What you’ll need to succeed:
- Proven track record with client relationship management.
- Previous payment processing experience (cheque and cash handling) would be an asset.
- Ability to multitask and meet deadlines.
- Customer centric and positive attitude.
- Efficient and likes to tackle problems with resolve to see them through to completion.
- Excellent oral and written communication skills.
- Fluency in French is considered an asset.
- Proficiency in MS Office.
- Flexible work schedule, evenings, and weekend shifts.
- Availability to work at least 21 hrs/week, and between 10:00 AM to 6:00 PM on Saturdays.
Benefits
Winner of Canada’s Most Admired Corporate Culture from 2018 to 2024, we offer more than just the basics. Take advantage of:
- An award-winning culture with a collaborative & inclusive team.
- Competitive pay and performance-based bonus.
- Committed to flexible work arrangements, offering hybrid workplace options.
- In office massage, meditation & workout sessions.
- Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.
- Career learning and development programs.
Next Steps:
If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for a phone interview.
Financeit is an equal opportunity employer. Accommodation is available on request for candidates taking part in all aspects of the selection process.
