Job details
- JobBank Id: 41461953
- JobSeekr Id: 280386
- Financial Services Representative
- Brampton, ON
- Full time
- Pal Logistics
- $30.10
- 35 hours per week
Overview
Languages
English
Education
-
College/CEGEP
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Financial institution
- Finance
- 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
- Interview applicants for loans
- 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
- Promote financial products and services
- Manage finances or budget
- MS Office
Experience and specialization
Computer and technology knowledge
- MS Windows
Technical terminology
- Financial
Type of industry experience
- Consulting firm
Additional information
Security and safety
- Criminal record check
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