Overview
financial services representative Jobs in Brampton, ON at Pal Logistics
Full job description
Education: College/CEGEP
Experience: 2 years to less than 3 years
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
Work Term: Permanent
Work Language: English
Hours: 35 hours per week
Title: financial services representative
Company: Pal Logistics
Location: Brampton, ON
Category:
