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Financial Services Representative Ii
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Financial Services Representative
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Financial Services Representative
5 months ago
Education: College/CEGEP
- Experience: 2 years to less than 3 years
**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
- Forward irreconcilable accounts for collector action
- Interview applicants for loans
- 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
- 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
**Security and safety**:
- Basic security clearance
**Work conditions and physical capabilities**:
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
**Personal suitability**:
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Judgement
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 37.5 hours per week
