financial services representative

Overview

Languages

English

Education

• Bachelor's degree

Experience

3 years to less than 5 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Credit union
• Business services
• Financial services industry

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
• 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
• Provide job training and support
• Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data
• Perform general office duties
• Complete administrative duties

Experience and specialization

Type of loan experience

• Business

Additional information

Work conditions and physical capabilities

• Attention to detail
• Work under pressure

Personal suitability

• Accurate
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Organized
• Team player

Benefits

Health benefits

• Health care plan

Financial benefits

• Pension plan

Other benefits

• Other benefits

Employment groups

This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:

Support for youths

• Offers on-the-job training tailored to youth
• Offers mentorship, coaching and/or networking opportunities for youth
• Provides awareness training to employees to create a welcoming work environment for youth

Employment groups - Help

Membership in a group is not a job requirement. All interested applicants are strongly encouraged to apply.

This employer is committed to providing all job applicants with equal employment opportunities, and promoting inclusion. If you self-identify as a member of any employment group, you are encouraged to indicate it in your application.

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