Skills Financial Services Representative in Alberta

Find out what skills you typically need to work as a financial services representative in Canada. These skills are applicable to all Financial sales representatives (NOC 6235).

Expertise

People working in this occupation usually apply the following skill set.

  • Forward irreconcilable accounts for collector action
  • Prepare statements on delinquent accounts
  • Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
  • Submit credit and loan applications to management
  • Review and update credit and loan files
  • Promote sale of credit and loan services
  • Interview applicants for loans
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Approve or reject applications, or recommend applications for approval or rejection
  • Complete credit and loan documentation
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
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