Financial Sales and Service Officer

7 months ago


Brampton, Canada Financial Boost Full time

Education: College/CEGEP
- Experience: 2 years to less than 3 years
**Work setting**:

- Urban area
**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
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
**Type of loan experience**:

- Mortgage
- Personal
**Transportation/travel information**:

- Own transportation
**Work conditions and physical capabilities**:

- Attention to detail
- Fast-paced environment
- Large caseload
- Overtime required
- Work under pressure
**Personal suitability**:

- Accurate
- Client focus
- Flexibility
- Judgement
- Organized
- Team player
**Other benefits**:

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


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