Financial Services Representative
6 months ago
Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- Experience: 1 year to less than 2 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
- 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
- Work Term: Permanent
- Work Language: English
- Hours: 30 to 40 hours per week
-
Financial Services Representative
4 weeks ago
Richmond, British Columbia, Canada G&F Financial Group Full timeWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at G&F Financial Group. In this role, you will be responsible for providing exceptional customer service and building strong relationships with our members.The successful candidate will have a strong understanding of financial services and products, as...
-
Customer Service Representative
6 months ago
Richmond, Canada BMO Financial Group Full time6088 No 3 Road Richmond British Columbia,V6Y 2B3 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...
-
Customer Service Representative
1 month ago
Richmond, Canada BMO Financial Group Full time8180 No 2 Road, Unit 192 Richmond British Columbia,V7C 5K1 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...
-
Customer Service Representative
6 months ago
Richmond Hill, Canada BMO Financial Group Full time11680 Yonge Street Richmond Hill Ontario,L4E 0K4 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...
-
Customer Service Representative
6 months ago
Richmond Hill, Canada BMO Financial Group Full time1070 Major Mackenzie Dr E Richmond Hill Ontario,L4S 1P3 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...
-
Customer Service Representative
6 days ago
Richmond Hill, Canada BMO Financial Group Full time1070 Major Mackenzie Dr E Richmond Hill Ontario,L4S 1P3 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...
-
Customer Services Representative- Cantonese and
3 months ago
Richmond Hill, Canada BMO Financial Group Full time550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 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...
-
Customer Services Representative- Cantonese and
6 months ago
Richmond Hill, Canada BMO Financial Group Full time550 Highway #7 East Richmond Hill Ontario,L4B 3Z4 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...
-
Financial Services Representative
6 months ago
Richmond, Canada Vancity Full timeVancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. As a **Financial Services Representative** you will build...
-
Financial Services Representative
6 months ago
Richmond, Canada Vancouver City Savings Credit Union Full timeVancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. As a **Financial Services Representative** you will build...
-
Financial Services Representative
6 months ago
Richmond, Canada Vancouver City Savings Credit Union Full timeVancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. As a **Financial Services Representative** you will build...
-
Financial Services Representative
6 months ago
Richmond, Canada Vancouver City Savings Credit Union Full timeVancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. As a **Financial Services Representative** you will build...
-
Financial Services Professional
6 days ago
Richmond Hill, Ontario, Canada MD Financial Management Full timeAt MD Financial Management, we're seeking a skilled Senior Consultant to join our team in Richmond Hill, Canada. In this exciting opportunity, you'll contribute to the success of our business strategies and objectives by providing comprehensive financial plans and investment strategies for our clients.As a Senior Consultant, your primary responsibility will...
-
Technical Service Representative
6 months ago
Richmond Hill, Canada Safeway Insurance & Financial Services Full timeSafeway Insurance has been providing insurance coverage and professional advice to our customers for over 45 years. We are currently looking for an experienced and knowledgeable individual to join our team as a technical service representative. **Responsibilities (these may vary, depending on your experience)**: - Process renewals, policy changes, and...
-
Financial Services Representative, Part-time
2 months ago
Richmond, Canada Vancouver City Savings Credit Union Full timeAs a **Financial Services Representative** you will build relationships by learning more about our members while assisting them with their banking transactions. Demonstrating excellent communication and interpersonal skills you will be the trusted advisor for members who value the branch experience. This is a** part** **time, permanent **role** located at**...
-
Senior Financial Service Representative
4 weeks ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Service Representative with Scotiabank, you will be part of a winning team committed to results in an inclusive and high-performing culture.We are seeking a highly motivated and customer-centric individual to provide exceptional service throughout the customer's journey by:Taking a proactive approach to discovering our...
-
Financial Services Representative Ii
3 weeks ago
Richmond, 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...
-
Financial Services Representative Ii
6 months ago
Richmond, 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...
-
Customer Service Representative
6 months ago
Richmond, Canada CARO Analytical Services Full time**CARO Analytical Services** is an employee-owned environmental and food laboratory that provides professional analytical testing services to public and private clients throughout Western Canada. Whether supporting a client cleaning up a contaminated site, providing water quality data to ensure Canadians have access to clean water, or supporting the...
-
Customer Service Representative
1 month ago
Richmond, Canada CARO Analytical Services Full time**CARO Analytical Services** is an employee-owned environmental and food laboratory that provides professional analytical testing services to public and private clients throughout Western Canada. Whether supporting a client cleaning up a contaminated site, providing water quality data to ensure Canadians have access to clean water, or supporting the...