financial services representative

Education

• Secondary (high) school graduation certificate

Tasks

• Approve or reject applications, or recommend applications for approval or rejection
• Complete credit and loan documentation
• Interview applicants for loans
• Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
• 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

Type of loan experience

• Personal

Work conditions and physical capabilities

• Attention to detail
• Tight deadlines
• Work under pressure

Personal suitability

• Accurate
• Client focus
• Judgement
• Organized
• Team player

Experience

• 7 months to less than 1 year

Support for persons with disabilities

• Offers mentorship, coaching and / or networking opportunities for persons with disabilities

Support for newcomers and refugees

• Recruits newcomers and / or refugees who were displaced by a conflict or a natural disaster (for example : Ukraine, Afghanistan, etc.)

Support for youths

• Offers mentorship, coaching and / or networking opportunities for youth

Support for Veterans

• Offers mentorship, coaching and / or networking opportunities for Veterans

Support for Indigenous people

• Offers mentorship, coaching and / or networking opportunities for Indigenous workers

Support for mature workers

• Provides staff with awareness training to create a welcoming work environment for mature workers

Supports for visible minorities

• Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 35 hours per week