Job details
- JobBank Id: 42672550
- JobSeekr Id: 334049
- Financial Services Representative
- London, ON
- Full time
- 1000211983 Ontario Inc.
- $28.50
- 35 hours per week
Overview
Languages
English
Education
- Bachelor’s degree
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
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