financial services representative
3 weeks ago
- Education:
- Expérience: Education
- College/CEGEPTasks
- 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 managementSecurity and safety
- Basic security clearanceWork conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressurePersonal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Judgement
- Organized
- Team playerExperience
- 2 years to less than 3 years
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 37.5 hours per week
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