Financial Sales and Service Supervisor

6 months ago


Hannon, Canada Infinity Wealth Solutions Inc. Full time

Education:

- Expérience:
**Education**:

- College/CEGEP
**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
**Work conditions and physical capabilities**:

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

- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Judgement
- Organized
- Team player
**Experience**:

- 1 year to less than 2 years
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 37.5 hours per week



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