![Southwest Regional Credit Union Ltd.](https://media.trabajo.org/img/noimg.jpg)
financial sales and service officer
2 weeks ago
- Work Term: Permanent
- Work Language: English
- Hours: 37 hours per week
- Education: College/CEGEP
- Experience: 2 years to less than 3 years
- or equivalent experienceWork setting
- Credit union
- Rural areaTasks
- 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
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customersCertificates, licences, memberships, and courses
- Investment Funds Institute of Canada (IFIC) AccreditationType of loan experience
- Automobile
- Mortgage
- Personal
- StudentSecurity and safety
- Basic security clearance
- Bondable
- Credit check
- Criminal record checkTransportation/travel information
- Own transportation
- Valid driver's licence
- Willing to travelWork conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressureFinancial benefits
- Bonus
- Pension planLong term benefits
- Long-term care insuranceOther benefits
- Paid time off (volunteering or personal days)
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Plympton-Wyoming, Ontario, Canada Southwest Regional Credit Union Ltd. Full timeWork Term: PermanentWork Language: EnglishHours: 37 hours per weekEducation: College/CEGEPExperience: 2 years to less than 3 years or equivalent experienceWork settingCredit unionRural areaTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as...
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