Financial Services Representative

7 days ago

Lindsay, Canada Kawartha Credit Union Full time

Financial Services Representative (Permanent, Full-time)Location: Lindsay, ON Hours: 37.5 hours per week, Monday to Saturday Rate of Pay: Dependent on experience  As a Financial Services Representative, you will: Specialize in retail lending, recommending solutions which will enable our members to achieve their personal financial objectives. Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area. Conduct interviews (personal loans, lines-of-credit and mortgages), complete document/application preparation and credit analysis. Approve or decline credit applications that are within assigned lending limits; or make a recommendation to the applicable Manager/Lender for approval or decline of credit applications not within assigned lending limits. Provide needs-based advice, counselling members on financial matters such as family budgeting, credit management and investment/retirement planning. Identify opportunities to generate sales and new members. Monitor the renewal of maturing investments, mortgages and loans. Ensure members receive appropriate notice, advising of alternative options and assist with renewals. Establishing and maintaining effective relationships with members by providing excellent member service. Perform other duties as needed or assigned.  Qualifications: Post-secondary education with emphasis in business or financial planning would be an asset A minimum of two years’ comprehensive experience in consumer lending Advanced member service and sales skills Excellent organizational and time management skills Mutual Funds License, active and in good standing would be an asset Willingness to complete additional educational components as required At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know. If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now

  • Financial Services Representative

    2 weeks ago

    Lindsay, Ontario, KV, Canada Kawartha Financial Services Full time

    Financial Services Representative (Permanent, Full-time)Location: Lindsay, ONHours: 37.5 hours per week; Monday to SaturdayRate of Pay: $ $1,447.13 per week (plus applicable benefits)As a Financial Services Representative, you will:Specialize in retail lending, recommending solutions which will enable our members to achieve their personal financial...

  • Financial Services Representative Ii

    4 days ago

    Lindsay, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Customer Service Representative

    2 days ago

    Lindsay, Ontario, Canada CARMA Corp Full time

    Why Join Us?At CARMA, our vibrant culture is the foundation of everything we do, fostering connections and ensuring employees feel valued, engaged, and part of a supportive community.Founded in 1977, CARMA was the first Measurement Canada-approved supplier of electronic submetering systems, installing over 350,000 meters nationwide, with more than 150,000...

  • Customer Service Representative

    2 weeks ago

    Lindsay, Ontario, Canada CARMA Corp Full time

    Why Join Us?At CARMA, our vibrant culture is the foundation of everything we do, fostering connections and ensuring employees feel valued, engaged, and part of a supportive community.Founded in 1977, CARMA was the first Measurement Canada-approved supplier of electricity submetering systems, installing over 450,000 meters nationwide, with more than 100,000+...

  • Sales Representative

    6 days ago

    Lindsay, Ontario, Canada Kognitive Sales Solutions Full time

    Sales Representative Role:Kognitive Sales Solutions, in partnership with Canadian Tire is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Financial Sales Representative, you will be educating and offering Financial Products on behalf of one of the most trusted and iconic Canadian...

  • Outside Sales Representative

    6 days ago

    Lindsay, Canada Wagg's Linen & Uniform Services Full time

    **About us** We are professional, agile and rewarding. Our work environment includes: - Wellness programs - On-the-job training - Safe work environment - Growth opportunities - Regular social events Territory: - Simcoe/Muskoka - Kawartha - York - Durham **Responsibilities**: - Develop and maintain relationships with new and existing clients - Conduct...

  • Field Marketing Representative

    6 days ago

    Lindsay, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions, is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Field Marketing Representative, you will be educating clients and offering President’s Choice Financial Products on behalf of one of the most trusted and iconic Canadian brands. **Responsibilities**: -...

  • Csr (Customer Service Representative)

    4 days ago

    Lindsay, Canada Water Depot Full time

    Water Depot Lindsay is seeking a responsible individual to fill a part-time (15-20 hours per week) weekday and weekend customer service representative position. This is a great position for a mature individual who enjoys ensuring customer satisfaction, can take initiative and is able to multitask. The successful applicant must possess the ability to work...

  • Csr (Customer Service Representative)

    18 hours ago

    Lindsay, Canada Water Depot Full time

    Water Depot Lindsay is seeking a responsible individual to fill a part-time (15-20 hours per week) weekday and weekend customer service representative position. This is a great position for a mature individual who enjoys ensuring customer satisfaction, can take initiative and is able to multitask. The successful applicant must possess the ability to work...

  • Member Services Representative

    19 hours ago

    Lindsay, Canada Lindsay Square Fitness LP Full time

    Lindsay, ON 401 Kent Street W, Lindsay, ON K9V 4Z1, Canada It's fun to work in a company where people truly BELIEVE in what they're doing! - We're committed to bringing passion and customer focus to the business._ We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member...