financial sales and service officer

3 weeks ago


Mississauga, Canada 2287205 Ontario Inc. Full time
  • Education: College/CEGEP
  • Experience: 2 years to less than 3 yearsWork setting
  • Urban areaTasks
  • 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
  • Interview applicants for loans
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • 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
  • Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersType of loan experience
  • Mortgage
  • PersonalTransportation/travel information
  • Own transportationWork conditions and physical capabilities
  • Attention to detail
  • Fast-paced environment
  • Large caseload
  • Overtime required
  • Work under pressurePersonal suitability
  • Accurate
  • Client focus
  • Flexibility
  • Judgement
  • Organized
  • Team playerOther benefits
  • Parking available
  • Work Term: Permanent
  • Work Language: English
  • Hours: 37.5 hours per week


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