financial services representative

Overview

Languages

English

Education

• Secondary (high) school graduation certificate

Experience

7 months to less than 1 year

Responsibilities

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
• 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