19 Aug 2021

Financial Services Representative

  • PAUL GUPTA & ASSOCIATES – Posted by Employer
  • Oakville, Ontario, Canada
  • Job ID : 30348
  • Category : Finance
  • Job Type : Full-Time
  • Salary : $24.50 Hourly
  • Anticipated Start Date : As soon as possible
  • Posting Date : 19 Aug 2021
  • Expiry Date : 15 Feb 2022


Job requirements






2 years to less than 3 years

Security and Safety

Basic security clearance

Work Conditions and Physical Capabilities

Large caseload, Attention to detail, Work under pressure, Tight deadlines, Fast-paced environment

Personal Suitability

Client focus, Organized, Judgement, Effective interpersonal skills, Team player, Accurate, Flexibility, Excellent oral communication

Specific Skills

Promote sale of credit and loan services, Forward irreconcilable accounts for collector action, Prepare statements on delinquent accounts, Research and evaluate loan applicant’s financial status, references, credit and ability to repay loan, Submit credit and loan applications to management, Review and update credit and loan files, Interview applicants for loans, Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services, Approve or reject applications, or recommend applications for approval or rejection, Complete credit and loan documentation, Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals

Employment groups: Veterans of the Canadian Armed Forces, Visible minorities, Indigenous people, Newcomers to Canada, Seniors


How to Apply


Job Categories: Finance. Job Types: Full-Time. Job expires in 149 days.

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