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financial sales and service officer Verified
Posted on April 08, 2024 by Employer details 2287205 Ontario Inc.
Job details
Education: College/CEGEP. Work setting: Urban area. Tasks: 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. Interview applicants for loans. Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services. 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. Type of loan experience: Mortgage. Personal. Transportation/travel information: Own transportation. Work conditions and physical capabilities: Attention to detail. Fast-paced environment. Large caseload. Overtime required. Work under pressure. Personal suitability: Accurate. Client focus. Flexibility. Judgement. Organized. Team player. Experience: 2 years to less than 3 years. Other benefits: Parking available.- Location214-6705 Tomken Road, MississaugaMississauga, ONL5T 2J6
- Salary$27.50HOUR hourly / 37.5 hours per week
- Terms of employment Permanent employmentFull time
- Evening, Morning
- Start date Starts as soon as possible
- Benefits: Other benefits
- vacancies 1 vacancy
- Verified
- Source Job Bank #2869909
Overview
Languages
English
Education
- College/CEGEP
Experience
2 years to less than 3 years
Work setting
- Urban area
Responsibilities
Tasks
- 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
- Interview applicants for loans
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- 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
Experience and specialization
Type of loan experience
- Mortgage
- Personal
Additional information
Transportation/travel information
- Own transportation
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Overtime required
- Work under pressure
Personal suitability
- Accurate
- Client focus
- Flexibility
- Judgement
- Organized
- Team player
Benefits
Other benefits
- Parking available
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-05-17
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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