financial services representative

Overview

Languages: English

Education:

• Secondary (high) school graduation certificate

Experience: 7 months to less than 1 year

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

Responsibilities:

• Approve or reject applications, or recommend applications for approval or rejection
• Complete credit and loan documentation
• 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

Experience and specialization:

• Type of loan experience: Personal

Additional information:

Work conditions and physical capabilities:

• Attention to detail
• Tight deadlines
• Work under pressure

Personal suitability:

• Accurate
• Client focus
• Judgement
• Organized
• Team player