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Financial Services Representative

2 months ago

Brampton, Ontario, Canada Pal Logistics Full time
About the Role

We are seeking a highly skilled Financial Services Representative to join our team at Pal Logistics. As a key member of our financial services team, you will be responsible for assisting clients in achieving their financial objectives.

Key Responsibilities
  • Assist clients in developing and implementing financial plans to achieve business expansion, debt management, investment, and other financial goals.
  • Conduct thorough interviews with loan applicants to assess their financial status, credit history, and ability to repay loans.
  • Research and evaluate loan applications to ensure compliance with company policies and regulatory requirements.
  • Review and update credit and loan files to ensure accuracy and completeness.
  • Submit credit and loan applications to management for review and approval.
  • Develop and maintain relationships with clients to promote financial products and services.
  • Manage client finances and budgets to ensure effective financial planning and management.
  • Stay up-to-date with industry trends and developments to provide expert advice to clients.
Requirements
  • 2 years of experience in financial services or a related field.
  • Strong knowledge of financial products and services, including loans and credit.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment with tight deadlines.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
Working Conditions
  • Work in a fast-paced environment with multiple priorities and deadlines.
  • Work independently and as part of a team to achieve business objectives.
  • Travel to client sites as required.
Language

English

Work Hours

35 hours per week