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financial services representative


Source: Job Bank

Location

Brampton, ON
L6W3J1

Salary

$30.10 hourly

Additional Information

  • Education:
  • Expérience:

Education

  • College/CEGEP

Work setting

  • Financial institution
  • Finance
  • Financial management/services

Tasks

  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Interview applicants for loans
  • Promote sale of credit and loan services
  • Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
  • Review and update credit and loan files
  • Submit credit and loan applications to management
  • Promote financial products and services
  • Manage finances or budget
  • MS Office

Computer and technology knowledge

  • MS Windows

Technical terminology

  • Financial

Type of industry experience

  • Consulting firm

Security and safety

  • Criminal record check

Work conditions and physical capabilities

  • Attention to detail
  • Fast-paced environment
  • Tight deadlines
  • Work under pressure

Personal suitability

  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Team player

Experience

  • 2 years to less than 3 years
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 35 hours per week

Important: We can't guarantee the accuracy, authenticity or reliability of this opportunity because it comes from an external website.

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