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financial services representative Verified
Posted on March 07, 2024 by Employer details 1000211983 Ontario Inc.
Job details
Education: Bachelor's degree. or equivalent experience. 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. Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers. Identify and solicit potential clients. Certificates, licences, memberships, and courses : Certified Credit Professional (CCP) Designation. Investment Funds Institute of Canada (IFIC) Accreditation. Security and safety: Criminal record check. Work conditions and physical capabilities: Attention to detail. Fast-paced environment. Work under pressure. Personal suitability: Accurate. Client focus. Efficient interpersonal skills. Organized. Team player. Quick learner. Screening questions: Are you currently legally able to work in Canada?. Are you willing to relocate for this position?. Experience: 1 year to less than 2 years. Other benefits: Free parking available.- LocationLondon, ON
- Salary$28.00HOUR hourly / 35 hours per week
- Terms of employment Permanent employmentFull time
- Start date Starts as soon as possible
- Benefits: Other benefits
- vacancies 1 vacancy
- Verified
- Source Job Bank #2827868
Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
Experience
1 year to less than 2 years
Responsibilities
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
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
- Identify and solicit potential clients
Credentials
Certificates, licences, memberships, and courses
- Certified Credit Professional (CCP) Designation
- Investment Funds Institute of Canada (IFIC) Accreditation
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Work under pressure
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Organized
- Team player
- Quick learner
Benefits
Other benefits
- Free parking available
Employment groups Help - Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
- Indigenous people
- Newcomers to Canada
- Youth
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-05-24
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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