Personal Financial Services Associate

1 month ago


North York, Canada Uptown Capital Management Inc. Full time

Education: College/CEGEP
- Experience: 1 year to less than 2 years
**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
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Prepare statements on delinquent accounts
- Open and close personal and commercial accounts
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
**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
- Integrity
- Quick learner
**Screening questions**:

- Are you currently legally able to work in Canada?
**Health benefits**:

- Dental plan
- Health care plan
**Other benefits**:

- Parking available
- Work Term: Permanent
- Work Language: English
- Hours: 37.5 hours per week



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