Financial Services Representative
2 weeks ago
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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Customer Service Representative
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Customer Service Representative
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Brampton, Canada BMO Financial Group Full time9505 Mississauga Rd Brampton Ontario,L6X 0Z8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
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Customer Service Representative
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General Manager
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Member Service Representative
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Brampton, Canada LendX Financial Inc. Full timeEducation: Bachelor's degreeExperience: 2 years to less than 3 yearsWork settingFinanceTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve...
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Financial Services Representative Ii
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Financial Services Representative Ii
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Financial Services Representative Ii
4 weeks ago
Brampton, 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...
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Financial Services Representative II
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financial services representative
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financial services representative
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Brampton, Canada Pal Logistics Full timeEducation: College/CEGEPExperience: 2 years to less than 3 yearsWork settingFinancial institutionFinanceFinancial management/servicesTasksAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsInterview applicants for loansPromote sale of credit and loan...
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Customer Service Representative
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Customer Service Representative
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Customer Service Representative
17 hours ago
Brampton, Canada BMO Financial Group Full time45 Montpelier St Brampton Ontario,L6Y 6H4 This is a part-time role (12 hours per week minimum guarantee) at our Mississauga Road & Financial Drive branch in Brampton. This position requires availability to work anytime during branch hours, Monday through Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and...
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Financial Services Representative
2 days ago
Brampton, Canada Meridian Full timeDescription "> Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: Our Retail Banking Practice: Our vision is to be recognized...
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Customer Service Representative
7 days ago
Brampton, Canada BMO Financial Group Full time9990 Airport Road Brampton Ontario,L6S 0C5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
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Customer Service Representative
5 days ago
Brampton, Canada BMO Financial Group Full time45 Montpelier St Brampton Ontario,L6Y 6H4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...