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    financial sales and service officer - Mississauga, Canada - 2287205 Ontario Inc.

    2287205 Ontario Inc.
    2287205 Ontario Inc. Mississauga, Canada

    5 days ago

    Default job background
    Description
    • Education: College/CEGEP
    • Experience: 2 years to less than 3 years
    • Work setting

    • Urban area
    • Tasks

    • 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
    • Interview applicants for loans
    • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
    • 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
    • Type of loan experience

    • Mortgage
    • Personal
    • Transportation/travel information

    • Own transportation
    • Work conditions and physical capabilities

    • Attention to detail
    • Fast-paced environment
    • Large caseload
    • Overtime required
    • Work under pressure
    • Personal suitability

    • Accurate
    • Client focus
    • Flexibility
    • Judgement
    • Organized
    • Team player
    • Other benefits

    • Parking available
    • Work Term: Permanent
    • Work Language: English
    • Hours: 37.5 hours per week


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