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Financial Services Representative
1 month ago
We are seeking a highly skilled Financial Services Representative to join our team at Ontario Inc. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work in a fast-paced environment.
Key Responsibilities- Assist clients in achieving their financial objectives by proposing solutions for business expansion, debt management, investment, and other financial goals.
- Complete credit and loan documentation, and interview applicants for loans.
- Open new personal and non-personal accounts, and provide access to automated banking services.
- Promote the sale of credit and loan services, and research and evaluate loan applicants' financial status, references, credit, and ability to repay loans.
- Review and update credit and loan files, and submit credit and loan applications to management.
- Network to develop business relations, promote the sale of loan, investment, and other banking services, and attract corporate and individual customers.
- College/CEGEP education.
- 2 years to less than 3 years of experience in a related field.
- Urban area work setting.
- Ability to work in a fast-paced environment, with attention to detail, and under pressure.
- Strong client focus, flexibility, judgement, and organizational skills.
- Ability to work as part of a team.
- Parking available.
- Permanent work term.
- 37.5 hours per week.
- Work language: English.