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financial services representative Verified
Posted on March 16, 2024 by Employer details Pal Logistics
Job details
Education: College/CEGEP. Work setting: Financial institution. Finance. Financial management/services. 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. Computer and technology knowledge: MS Windows. Technical terminology: Financial. Type of industry experience: Consulting firm. 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. Experience: 2 years to less than 3 years.- LocationBrampton, ON
- Salary$30.10HOUR hourly / 35 hours per week
- Terms of employment Permanent employmentFull time
- Day, Morning
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Verified
- Source Job Bank #2840434
Overview
Languages
English
Education
- College/CEGEP
Experience
2 years to less than 3 years
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
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
- Persons with disabilities
- Newcomers to Canada
- Visible minorities
- Youth
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2024-05-03
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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