financial services representative
- Education : Secondary (high) school graduation certificate
- Experience : 7 months to less than 1 year
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
- 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
- Review and update credit and loan files
- Submit credit and loan applications to management
- Authorize payments by cheque
- Handle cash transactions
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Organized
Support for newcomers and refugees
Supports newcomers and / or refugees with foreign credential recognition
Support for youths
Provides awareness training to employees to create a welcoming work environment for youths
Support for mature workers
Applies hiring policies that discourage age discrimination
Supports for visible minorities
- Applies hiring policies that discourage discrimination against members of visible minorities (for example : anonymizing the hiring process, etc.)
- Work Term : Permanent
- Work Language : English
- Hours : 35 hours per week
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