Financial Services Representative
4 weeks ago
Education: College/CEGEP
- Experience: 2 years to less than 3 years
**Work setting**:
- Insurance
**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
- 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
**Area of work experience**:
- Finance
**Area of specialization**:
- Business services
**Security and safety**:
- Criminal record check
**Work conditions and physical capabilities**:
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
**Personal suitability**:
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Organized
- Quick learner
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week
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