Financial Service Representative

Overview:

• Languages: English
• Education: Bachelor’s degree or equivalent experience
• Experience: 1 year to less than 2 years

Responsibilities:

• Approve or reject applications, or recommend decisions to management.
• Assist clients in addressing financial goals, such as business growth, debt management, investment, and more.
• Complete necessary documentation for credit and loan applications.
• Forward unresolved accounts to collection.
• Interview loan applicants.
• Open new personal and non-personal accounts and provide access to ATM, telephone banking, and online banking services.
• Prepare statements for delinquent accounts.
• Promote credit and loan services.
• Research and evaluate applicants’ financial status, creditworthiness, and repayment ability.
• Review and update credit and loan files.
• Submit loan and credit applications to management for approval.
• Network to develop business relationships and attract corporate and individual customers.
• Identify and approach potential clients.

Credentials:

• Certified Credit Professional (CCP) Designation
• Investment Funds Institute of Canada (IFIC) Accreditation

Additional Information:

• Security: Criminal record check required
• Work Conditions: Fast-paced environment, work under pressure
• Personal Suitability: Attention to detail, accuracy, client-focused, strong interpersonal skills, organized, team player, quick learner

Benefits:

• Free parking available.