Overview
financial services representative Jobs in Oakville, ON at Paul Gupta & Associates
Full job description
Education: College/CEGEP
Experience: 2 years to less than 3 years
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
Security and safety
Basic security clearance
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
Judgement
Organized
Team player
Work Term: Permanent
Work Language: English
Hours: 37.5 hours per week
Title: financial services representative
Company: Paul Gupta & Associates
Location: Oakville, ON
Category:
