- Education :
- Expérience :
Education
College / CEGEP
Tasks
- Approve or reject applications, or recommend applications for approval or rejection
- 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
- Submit credit and loan applications to management
- 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
Experience
- 7 months to less than 1 year
- Durée de l'emploi : Permanent
- Langue de travail : Anglais
- Heures de travail : 30 hours per week
financial services representative
Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals. Promote financial products and services. Promote sale of credit and loan services. Research and evaluate loan applicant's financial status, referen...
financial services representative
Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals. Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services. Promot...
financial services representative
Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services. Promote sale of credit and loan services. Research and evaluate loan applicant's financial status, references, credit and ability to repay loan. ...
insurance sales representative
Education: Secondary (high) school graduation certificate.Experience: 1 year to less than 2 years.Ensure appropriate forms, medical examinations and other policy requirements are completed.Monitor insurance claims and respond to clients' enquiries.Provide information concerning group and individual ...
Financial Service Representative - 3083 Bathurst St
As a Financial Service Representative you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals. Momentum Financial Services Group is a top financial services provider in North America. If ...
Financial Service Representative
Momentum Financial Services Group is a top financial services provider in North America. Have a minimum of one year of financial services and sales experience. We offer access to cash and related financial products to help customers achieve their financial goals. ...
Senior Member Service Representative (Full-time)
The Senior Member Service Representative (SMSR) performs all the usual tasks of a Member Service Representative (MSR), providing a full range of financial services to DUCA Members, including deposits, withdrawals, and cheque cashing. Members or customers in a financial services environment. We’re a ...
Financial Services Representative-Temporary (Fixed Term)/Secondment
You’ll work in a fast paced Contact Centre where you’ll proactively reach out to clients to suggest new and existing financial services products that will help them reach their financial goals. As an Outbound Financial Services Representative, you’ll share your knowledge of products and campaigns wi...
Insurance Account Representative
Ready to take the next step in your career? Apply now and join our dedicated team at Mathew Smith Insurance and Financial Services Inc. Insurance Account Representative. We are seeking a motivated and results-driven Individual to join our team as an Insurance Account Representative in our office at ...
Financial Services Representative - Full Time
As a Financial Services Representative:. Strong desire for career growth within the financial services industry with acquired business and financial industry knowledge. Post-secondary education with previous work experience in a customer service sales environment and/or, previous work experience in ...