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Financial service representative Job
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| Employer Name: 1000211983 Ontario Inc. |
SpiderID: 13662532 |
| Location: London, Ontario |
Date Posted: 2/1/2024 |
| Wage: 28.00 |
Category: Finance/Investment |
| Job Code: |
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| Number Of Openings: 1 |
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Job Description:
Overview
Languages
English
Education
Bachelor's degree
or equivalent experience
Experience
1 year to less than 2 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
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
Employment groups Help - Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups: Indigenous people, Newcomers to Canada, Youth
Who can apply to this job?
Only apply to this job if:
You are a Canadian citizen, a permanent or a temporary resident of Canada.
You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
How to apply
Direct Apply
By applying directly on Job Bank (Direct Apply)
By email
hr@solutionsexpert.ca
This job posting includes screening questions. Please answer the following questions when applying:
Are you currently legally able to work in Canada?
Are you willing to relocate for this position?
Job Requirements:
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
Job Criteria:
Start Date: 02/01/2024
Position Type: Full-Time Permanent
Years of Experience Required: 1
Education Required: Bachelors
Overnight Travel: None
Vacation Time: No Paid Vacation
Contact Information:
| Contact Name: Jaismeen Kaur |
Company Type: |
| Company: |
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| City: Burlington |
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| State: Ontario |
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| Zip: |
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