Financial Services Representative Ii
1 week ago
A day in the life as a Financial Service Representative II:
You will evaluate, authorize, or recommend approval of personal loans and mortgages. Work with members to identify their financial goals and suggest appropriate Products and Services. Provide members with financial guidance and financial literacy. You would be a part of a dynamic and diverse team collaborating closely with various internal departments to provide excellent and efficient member service by:
- Provide members with financial guidance, financial literacy and suggest appropriate products and services.
- Prepare documentation for all lending products and services provided to members.
- Answer inquiries from members regarding our credit products, account and loan activities, service charges, etc. Update banking system with members information.
- Open New Memberships, sub - accounts and administer estate accounts.
- Assist the Lending administration team with managing loan delinquency.
- Additional responsibilities may include other tasks or projects as required.
What are we looking for:
- A minimum 2 years of lending experience in a financial institution, experience with mortgages strongly preferred.
- Formal Post-Secondary education in Business Administration with a focus on Financial Services considered an asset.
- Strong Commitment to teamwork with the ability to work in a team-based organization.
- Excellent verbal and written communication skills.
- Ability to work under mínimal supervision, within a highly regulated environment.
- Ability to interact with members from diverse cultures and backgrounds.
- Community focused, whether our own community or other communities.
**Job Types**: Full-time, Permanent
Pay: $47,834.00-$57,401.00 per year
**Experience**:
- Financial services: 2 years (preferred)
Work Location: In person
-
Financial Services Representative
6 months ago
Winnipeg, Canada Alpha Financial Services. Full timeJob Summary We are a rapidly growing financial brokerage expanding in Winnipeg, and now expanding in Winnipeg Manitoba and Montreal. We are currently looking to bring on-board Financial Service Representative and Financial Planners to our positive and upbeat work environment. Financial Service Representatives provide clients with advice on financial...
-
Financial Service Representative
5 months ago
Winnipeg, Canada AAR Financial Full timeAAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in-house training for all positions as well as incentive/benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...
-
Member Service Representative Ii
2 months ago
Winnipeg, Canada Me-Dian Credit Union Full time**A day in the life as a Member Service Representative II**: You would be a part of a dynamic and diverse team collaborating closely with various internal departments to provide excellent and efficient member service by: Building and strengthening member relationships by opening new memberships, updating memberships, opening additional sub-accounts, credit...
-
Financial Services Representative Ii
5 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
6 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
5 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
6 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
2 weeks ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
5 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
5 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
6 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
6 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
3 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Service Representative
5 months ago
Winnipeg, Canada AAR Financial Full timeMeet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate the loan applicant’s financial status, references, credit history, and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...
-
Financial Services Representative Ii
1 month ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative Ii
5 months ago
Winnipeg, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Customer Service Representative
5 months ago
Winnipeg, Canada AAR Financial Full timeAAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in house training for all positions as well as incentive / benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...
-
Financial Service Representative
4 weeks ago
Winnipeg, Manitoba, Canada Access Credit Union Full timeFinancial Service RepresentativeAt Access Credit Union, we're seeking a skilled Financial Service Representative to provide exceptional financial services to our members. As a key member of our team, you'll be responsible for processing transactions, building relationships, and promoting our products and services.Key Responsibilities:Process financial...
-
Customer Service Representative
6 months ago
Winnipeg, Canada AAR Financial Full timeAAR Financial offers a positive work environment that encourages their staff to work and grow your career. We offer inclusive in house training for all positions as well as incentive / benefits packages! **Summary** Responsible for providing exceptional customer service and promoting the business of AAR **Main Responsibilities** - Maintain absolute...
-
Financial Services Representative
5 months ago
Winnipeg, Canada Canada Life Assurance Company Full time**Description: - Permanent Full Time- The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and mental well-being of Canadians. They support special client-facing initiatives and are responsible to develop new clients and preserve...