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Oakville, Ontario, Canada Paul Gupta & Associates Full timeJob Title: Financial Services RepresentativeWe are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our team, you will be responsible for providing exceptional customer service and financial solutions to our clients.Key Responsibilities:Approve or reject loan applications, or recommend...
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Financial Services Specialist
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Oakville, Ontario, Canada Paul Gupta & Associates Full timeJob Title: Financial Services RepresentativeWe are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our team, you will be responsible for providing exceptional customer service and financial solutions to our clients.Key Responsibilities:Application Review and Approval: Review and...
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Financial Services Representative
2 months ago
We are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our business, you will play a critical role in delivering exceptional client experiences and driving business growth.
Key Responsibilities- Client Acquisition and Retention
- Develop and execute strategies to acquire new clients and retain existing ones
- Build and maintain strong relationships with clients to understand their financial objectives and provide tailored solutions
- Credit and Loan Processing
- Review and evaluate loan applications to ensure compliance with company policies and regulatory requirements
- Prepare and submit credit and loan documentation for approval
- Account Management
- Manage client accounts to ensure timely and accurate processing of transactions
- Respond to client inquiries and resolve any issues in a timely and professional manner
- Business Development
- Identify opportunities to cross-sell and upsell financial services to clients
- Develop and implement strategies to increase revenue and market share
- Education
- College/CEGEP diploma or equivalent
- Experience
- 2 years to less than 3 years of experience in a financial services role
- Skills
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment and meet tight deadlines
- Competitive Salary and Benefits
- Opportunities for Professional Growth and Development
- A Dynamic and Supportive Work Environment
