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financial services representative


Source: Job Bank

Location

Oakville, ON
L6L5T7

Salary

$30.00 hourly

Additional Information

  • Education: College/CEGEP
  • Experience: 2 years to less than 3 years

Tasks

  • Approve or reject applications, or recommend applications for approval or rejection
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Complete credit and loan documentation
  • Forward irreconcilable accounts for collector action
  • Interview applicants for loans
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Prepare statements on delinquent accounts
  • 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

Security and safety

  • Basic security clearance

Work conditions and physical capabilities

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

Personal suitability

  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Flexibility
  • Judgement
  • Organized
  • Team player
  • Work Term: Permanent
  • Work Language: English
  • Hours: 37.5 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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