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personal financial services associate Verified
With some duties as a personal financial services associate
Posted on April 10, 2024 by Employer details Uptown Capital Management Inc.
Job details
Education: College/CEGEP. Work setting: Financial management/services. Tasks: Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals. 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. Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers. Open and close personal and commercial accounts. Work conditions and physical capabilities: Attention to detail. Fast-paced environment. Tight deadlines. Work under pressure. Personal suitability: Accurate. Client focus. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Flexibility. Judgement. Organized. Team player. Integrity. Quick learner. Screening questions: Are you currently legally able to work in Canada?. Experience: 1 year to less than 2 years. Health benefits: Dental plan. Health care plan. Other benefits: Parking available.- Location1668 Avenue RoadNorth York, ONM5M 3Y1
- Salary$60,000YEAR annually / 37.5 hours per week
- Terms of employment Permanent employmentFull time
- Start date Starts as soon as possible
- Benefits: Health benefits, Other benefits
- vacancies 1 vacancy
- Verified
- Source Job Bank #2872014
Overview
Languages
English
Education
- College/CEGEP
Experience
1 year to less than 2 years
Work setting
- Financial management/services
Responsibilities
Tasks
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- 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
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
- Open and close personal and commercial accounts
Additional information
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Tight deadlines
- Work under pressure
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Judgement
- Organized
- Team player
- Integrity
- Quick learner
Benefits
Health benefits
- Dental plan
- Health care plan
Other benefits
- Parking available
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
2024-05-10
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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