financial services representative

3 weeks ago


Toronto, Canada Cash Express Full time
  • Education: Secondary (high) school graduation certificate
  • Experience: 7 months to less than 1 yearTasks
  • 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
  • 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
  • Authorize payments by cheque
  • Handle cash transactionsWork conditions and physical capabilities
  • Attention to detail
  • Fast-paced environmentPersonal suitability
  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • OrganizedSupport for newcomers and refugees
  • Supports newcomers and/or refugees with foreign credential recognitionSupport for youths
  • Provides awareness training to employees to create a welcoming work environment for youthsSupport for mature workers
  • Applies hiring policies that discourage age discrimination Supports for visible minorities
  • Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week


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