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Oakville

    financial services representative - Oakville, Canada - Paul Gupta & Associates

    Paul Gupta & Associates
    Paul Gupta & Associates Oakville, Canada

    Found in: Talent CA 2 C2 - 3 days ago

    Default job background
    Description
    • Education:
    • Expérience:

      • Education

    • College/CEGEP

      • 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

      • Experience

    • 2 years to less than 3 years
    • Durée de l'emploi: Permanent
    • Langue de travail: Anglais
    • Heures de travail: 37.5 hours per week
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