Financial Services Representative

Oakville, ON, Canada

Job Description


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

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 Forward irreconcilable accounts for collector action 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

Security and safety

Basic security clearance

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 Judgement Organized Team player Work Term: Permanent Work Language: English Hours: 37.5 hours per week

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Job Detail

  • Job Id
    JD2257223
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Oakville, ON, Canada
  • Education
    Not mentioned