Job Board for Vulnerable Youth
Financial Services Representative
Posted on November 20, 2024
by Vertex Insurance and Investments Inc.
Brampton, Ontario, Canada
Job Sector:
Accountancy, banking & finance
Term of Employment: Full-Time
Total Views: 200
Duration: 0 calendar days (1 business days)
Last Updated: 23 hours ago
Job URL: https://newworkers.ca/jobs/ontario/brampton/387992024/financial-services-representative/
Job Description
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
- 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
Additional information
Security and safety
- Criminal record check
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
- Flexibility
- Organized
- Quick learner