Financial Services Representative

Surrey, BC, CA, Canada

Job Description

Work Term: Permanent Work Language: English Hours: 35 hours per week Education: Secondary (high) school graduation certificate Experience: 1 year to less than 2 years

Tasks

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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 Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers

Work conditions and physical capabilities

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Attention to detail Fast-paced environment

Personal suitability

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Accurate Client focus Organized Team player

Support for newcomers and refugees

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Assists with immediate settlement needs of newcomers and/or refugees (for example: housing, transportation, storage, childcare, winter clothing, etc.) Supports social and labour market integration of newcomers and/or refugees (for example: facilitating access to community resources, language training, skills training, etc.) Recruits newcomers and/or refugees who were displaced by a conflict or a natural disaster (for example: Ukraine, Afghanistan, etc.) Supports newcomers and/or refugees with foreign credential recognition Offers mentorship programs that pair newcomers and/or refugees with experienced employees

Support for youths

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Offers mentorship, coaching and/or networking opportunities for youth

Support for Indigenous people

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Offers mentorship, coaching and/or networking opportunities for Indigenous workers

Supports for visible minorities

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* Offers mentorship programs that pair members of visible minorities with experienced employees

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Job Detail

  • Job Id
    JD2887568
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Surrey, BC, CA, Canada
  • Education
    Not mentioned