Financial Services Specialist

10 hours ago


Oakville, Ontario, Canada Paul Gupta & Associates Full time
Job Summary

We 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, processing loan applications, and promoting our credit and loan services.

Key Responsibilities
  • Loan Processing: Review and evaluate loan applications, conduct credit checks, and make recommendations for approval or rejection.
  • Customer Service: Assist clients with their financial objectives, provide solutions to address debt management, investment, and other financial goals.
  • Account Management: Open new personal and non-personal accounts, provide access to automated banking services, and manage client relationships.
  • Security and Safety: Maintain basic security clearance and adhere to company policies and procedures.
  • Work Environment: Work in a fast-paced environment with a large caseload, tight deadlines, and a focus on attention to detail.
Requirements
  • Education: College/CEGEP degree.
  • Experience: 2 years to less than 3 years of experience in a related field.
  • Skills: Excellent oral communication, efficient interpersonal skills, and a strong ability to work under pressure.
What We Offer
  • Competitive Salary: A competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for career advancement and professional development.
  • Collaborative Work Environment: A collaborative and dynamic work environment with a team of experienced professionals.


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    {"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our financial services team, you will be responsible for providing exceptional customer service, processing loan applications, and promoting our credit and loan services. If you have a passion for...


  • Oakville, Ontario, Canada Paul Gupta & Associates Full time

    {"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Services Representative to join our team at Paul Gupta & Associates. As a key member of our financial services team, you will be responsible for providing exceptional customer service, processing loan applications, and promoting our credit and loan services. If you have a passion for...