Financial services representative

Paul Gupta & Associates based in Oakville, ON is inviting applications from suitable candidates for the position of Financial services representative who are self-motivated and have good interpersonal skills. The candidate who got selected will be required to start work as soon as possible. The vacancies refer to Permanent employment or Full time job. The shift timings include Day, Early Morning and Morning.

Employer Name: Paul Gupta & Associates
Position: Financial services representative
No. of vacancies: 1
Salary: $28.00 hourly / 37.5 hours per week
Employment type: Permanent employment, Full time
Location: Oakville, ON

Also hiring: Support Assistantย 

Hiring: Financial services representative

Job Description

  • The candidate will be required to approve or reject applications, as well as recommend applications for approval or rejection.
  • The candidate will be required to assist clients by proposing solutions to financial objectives such as business expansion, debt management, investment, and other financial goals.
  • The candidate must complete credit and loan documentation.
  • The candidate must forward irreconcilable accounts for collector action.
  • The candidate will be expected to conduct loan interviews.
  • The candidate must open new personal and non-personal accounts, as well as provide access to automated banking machines, telephone banking, and online banking services.
  • The candidate will be expected to prepare delinquent account statements.
  • The candidate must promote the sale of credit and loan services.
  • The candidate must conduct research and evaluate the loan applicant’s financial situation, references, credit, and ability to repay the loan.
  • The candidate must review and update credit and loan files.
  • The candidate must submit credit and loan applications to management.

Job Requirements

  • The candidate should be fluent in English language.
  • The candidate must have a College/CEGEP diploma.
  • The ideal candidate will have at least 2 to 3 years of experience in a related industry.
  • The candidate should be accurate.
  • The candidate should be client focused.
  • The candidate should have effective interpersonal skills.
  • The candidate must have excellent oral communication skills.
  • The candidate should be organised and flexible in nature.
  • The candidate should have good judgemental skills.
  • The candidate should be a good team player.

Additional information

Security and safety

  • The candidate must have a basic security clearance.

Work conditions and physical capabilities

  • The candidate should have an eye for details.
  • The candidate should be able to work in fast-paced busy environment.
  • The candidate must be able to handle a large case load.
  • The candidate must finished the work with in the given time line.
  • The candidate should be willing to work under pressure.

How to Apply

If you are interested in applying, apply through the given options.

By email

resumespgassociates@gmail.com

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