Financial Services Representative
2 weeks ago
Education:
- Expérience:
- **Education**:
- College/CEGEP
- ** Work setting**:
- Financial management/services
- ** Tasks**:
- 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
- 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
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
- ** Security and safety**:
- Criminal record check
- ** Work conditions and physical capabilities**:
- Attention to detail
- Large caseload
- Tight deadlines
- Work under pressure
- ** Personal suitability**:
- Accurate
- Client focus
- Efficient interpersonal skills
- Flexibility
- Judgement
- Organized
- ** Experience**:
- 1 year to less than 2 years
- ** Workplace information**:
- Hybrid
- ** Support for newcomers and refugees**:
- Participates in a government or community program or initiative that supports newcomers and/or refugees
- Recruits newcomers and/or refugees who were displaced by a conflict or a natural disaster (for example: Ukraine, Afghanistan, etc.)
- **Support for Indigenous people**:
- Develops and maintains relationships with indigenous communities, indigenous-owned businesses and organizations
- Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers
- **Supports for visible minorities**:
- Applies hiring policies that discourage discrimination against members of visible minorities (for example: anonymizing the hiring process, etc.)
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 30 hours per week
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