Financial Services Representative
6 months ago
Education: Secondary (high) school graduation certificate
- Experience: 7 months to less than 1 year
**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
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- 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
- Authorize payments by cheque
- Handle cash transactions
**Work conditions and physical capabilities**:
- Attention to detail
- Fast-paced environment
**Personal suitability**:
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Work Term: Permanent
- Work Language: English
- Hours: 35 hours per week
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