Financial Services Representative

Employment Information

  • Post ID: 836727959
  • Open Date: November 22, 2024
  • Close Date: January 15, 2025
  • Organization: Vertex Insurance and Investments Inc.
  • Sector: Accounting & Finance
  • Business Location:Brampton, Ontario, Canada
  • Total Views: 223
  • Duration: 18 calendar days (13 business days)
  • Last Updated: 3 weeks ago
  • Job URL: https://newpeople.ca/jobs/ontario/brampton/836727959/financial-services-representative/
0 Applications

Job Details

  • Experience: 1 year - 2 years
  • Job Vacancies: 1
  • Compensation: $31.50 per hour / 35 hours per week
  • Anticipated Start Date: As soon as possible
  • Education: College certificate or diploma more than 2 years

Job Description

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
  • 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

Additional information

Security and safety

  • Criminal record check

Work conditions and physical capabilities

  • Attention to detail
  • Fast-paced environment
  • Large caseload
  • Tight deadlines
  • Work under pressure

Personal suitability

  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Flexibility
  • Organized
  • Quick learner