Financial Services Representative

Brampton, ON, Canada

Job Description


  • Education: College/CEGEP
  • Experience: 2 years to less than 3 years

Work setting

Insurance

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

Area of work experience

Finance

Area of specialization

Business services

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 Work Term: Permanent Work Language: English Hours: 35 hours per week

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Job Detail

  • Job Id
    JD2259569
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Brampton, ON, Canada
  • Education
    Not mentioned