Financial Services Professional
3 weeks ago
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 by providing expert advice and guidance on financial products and services.
Key Responsibilities- Assist clients in developing and implementing financial plans to achieve their business expansion, debt management, investment, and other financial goals.
- Interview 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.
- Promote the sale of credit and loan services to clients, highlighting the benefits and features of our financial products.
- Manage and update credit and loan files to ensure accurate and up-to-date information.
- Submit credit and loan applications to management for review and approval.
- College/CEGEP degree in a related field.
- 2 years to less than 3 years of experience in financial services.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment with tight deadlines.
- Strong analytical and problem-solving skills.
Our team at Pal Logistics is dedicated to providing exceptional service to our clients. As a Financial Services Representative, you will be working in a dynamic and supportive environment that encourages collaboration and innovation.
What We Offer- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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