Financial services representative
- Posted by : Paul Gupta & Associates
November 17, 2023 - February 07, 2025
Job Description
Job Description
Salary: $30.00 / hour
Location: 1100 South Service Road West., Oakville, ON L6L 5T7
Vacancies: 1
Terms of employment: Permanent, Full time 37.5 hours/week
Start Date: As soon as possible
Employment conditions: Day, Early Morning,
Overview
Languages
English
Education
Experience
2 years to less than 3 years
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
Additional information
Security and safety
Work conditions and physical capabilities
- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Flexibility
- Judgement
- Organized
- Team player
How to apply
By email
resumespgassociates@gmail.com