Financial Services Representative

4 weeks ago


Brampton, Ontario, Canada Pal Logistics Full time

Job Title: Financial Services Representative

About the Role:

We are seeking a highly skilled Financial Services Representative to join our team at Pal Logistics. As a Financial Services Representative, you will be responsible for assisting clients in achieving their financial objectives by providing solutions for business expansion, debt management, investment, and other financial goals.

Key Responsibilities:

  • Interview applicants for loans and evaluate their financial status, references, credit, and ability to repay the loan
  • Research and propose solutions to address clients' financial objectives
  • Promote the sale of credit and loan services to clients
  • Review and update credit and loan files
  • Submit credit and loan applications to management
  • Promote financial products and services to clients

Requirements:

  • 2 years to less than 3 years of experience in a related field
  • Permanent employment
  • 35 hours per week
  • English as the primary language of work

What We Offer:

  • A dynamic and fast-paced work environment
  • The opportunity to work with a variety of clients and financial products
  • A competitive salary and benefits package


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