Financial Services Representative
2 weeks ago
**Work setting**:
- Financial institution
**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
- Review and update credit and loan files
**Type of loan experience**:
- Personal
**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
**Financial benefits**:
- Commission
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