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Financial Services Representative

52 minutes ago

Mississauga, Canada ADI & ADI FINANCIAL INC. Full time

Education: College/CEGEP
- Experience: 7 months to less than 1 year
**Tasks**:

- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Complete credit and loan documentation
- Interview applicants for loans
- Prepare statements on delinquent accounts
- Promote sale of credit and loan services
- Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
- Review and update credit and loan files
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
**Work conditions and physical capabilities**:

- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
**Personal suitability**:

- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 30 hours per week