financial sales and service officer

2287205 Ontario Inc.
Mississauga, ON, CA
$27,5 an hour
Permanent
  • Education :
  • Expérience :

Education

College / CEGEP

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

Experience

2 years to less than 3 years

Other benefits

  • Parking available
  • Durée de l'emploi : Permanent
  • Langue de travail : Anglais
  • Heures de travail : 37.5 hours per week
  • 16 hours ago
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