Financial services representative

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Financial services representative

Posted by: 13016161 Canada Inc

Job Description

Overview

Languages

English

Education

  • Bachelor's degree

Experience

2 years to less than 3 years

On site

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

Responsibilities

Tasks

  • 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
  • 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

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