Financial Services Manager

2 hours ago


Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full time
Job Title: Financial Sales and Service Supervisor

We are seeking a highly skilled Financial Sales and Service Supervisor to join our team at Infinity Wealth Solutions Inc.

Job Summary:

The Financial Sales and Service Supervisor will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation. The ideal candidate will have excellent communication skills, attention to detail, and the ability to work in a fast-paced environment.

Key Responsibilities:
  • Approve or reject loan applications based on client financial status and creditworthiness
  • Assist clients with financial objectives such as business expansion, debt management, and investment
  • Complete credit and loan documentation accurately and efficiently
  • Research and evaluate client financial status, references, and credit history
  • Network to develop business relationships and promote banking services
Requirements:
  • Secondary (high) school graduation certificate
  • 1 to less than 7 months of experience in a related field
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment with tight deadlines
Work Environment:

The Financial Sales and Service Supervisor will work in an urban area with a dynamic and fast-paced environment. The ideal candidate will be able to work under pressure and meet deadlines.

Language:

The primary language of work is English.

Hours of Work:

The Financial Sales and Service Supervisor will work 37.5 hours per week.



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