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financial services representative

7a71423

Oakville

3 days ago

30 - 50 CAD

N/A


Job Description

LanguagesEnglishEducationCollege/CEGEPExperience2 years to less than 3 yearsResponsibilitiesTasksApprove or reject applications, or recommend applications for approval or rejectionAssist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goalsComplete credit and loan documentationForward irreconcilable accounts for collector actionInterview applicants for loansOpen new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking servicesPrepare statements on delinquent accountsPromote sale of credit and loan servicesResearch and evaluate loan applicant's financial status, references, credit and ability to repay loanReview and update credit and loan filesSubmit credit and loan applications to managementAdditional informationSecurity and safetyBasic security clearanceWork conditions and physical capabilitiesAttention to detailFast-paced environmentLarge caseloadTight deadlinesWork under pressurePersonal suitabilityAccurateClient focusEfficient interpersonal skillsExcellent oral communicationFlexibilityJudgementOrganizedTeam player


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