Financial Services Representative

6 months ago

Brampton, Canada Pal Logistics Full time

Education: College/CEGEP
- Experience: 2 years to less than 3 years
**Work setting**:

- Financial institution
- Finance
- Financial management/services
**Tasks**:

- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Interview applicants for loans
- 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
- Promote financial products and services
- Manage finances or budget
- MS Office
**Computer and technology knowledge**:

- MS Windows
**Technical terminology**:

- Financial
**Type of industry experience**:

- Consulting firm
**Security and safety**:

- Criminal record check
**Work conditions and physical capabilities**:

- Attention to detail
- Fast-paced environment
- Tight deadlines
- Work under pressure
**Personal suitability**:

- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week

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