Financial Sales And Service Supervisor

Financial Sales And Service Supervisor

Posted on April 6, 2025 by Infinity Wealth Solutions Inc.
Hannon, Ontario, Canada
Job Sector: Accountancy, banking & finance
Term of Employment: Full-Time
Total Views: 213
Duration: 8 calendar days (6 business days)
Last Updated: 1 week ago
Job URL: https://newworkers.ca/jobs/ontario/hannon/999314772/financial-sales-and-service-supervisor/
Full-Time
Application end: Jun 2, 2025 Shortlist
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
  • 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

Work conditions and physical capabilities

  • Attention to detail
  • Fast-paced environment
  • Tight deadlines
  • Work under pressure

Personal suitability

  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Judgement
  • Organized
  • Team player
  • Integrity
  • Quick learner