Financial Services Representative - Peterborough (Renfrew County)

Financial Services Representative - Peterborough (Renfrew County)

08 Aug
|
Kawartha Financial Services
|
Renfrew County

08 Aug

Kawartha Financial Services

Renfrew County

Elevate your financial career as a Financial Services Representative at Kawartha Financial Services in Peterborough, ON. This full-time, in office role focuses on retail lending and member support.This position requires a strong background in financial services, with a minimum of two years in consumer lending. You will need advanced sales skills and a commitment to providing excellent member service. Responsibilities include conducting interviews, advising on budgeting and investment, and managing personal lending processes.Key Responsibilities:- Specialize in retail lending and mutual fund solutions- Anticipate member needs and transacting requests- Conduct personal loan and mortgage interviews- Adjudicate credit applications within limits- Counsel members on budgeting and retirement planningRequirements:- Post-secondary education in business or finance preferred- Minimum two years’ experience in consumer lending- Advanced sales and member service skills- Excellent organizational abilities- Licensed in Mutual Funds preferred or commitment to obtainShape personal finance experiences by connecting with members at Kawartha Financial Services in Peterborough.#J-18808-Ljbffr

📌 Financial Services Representative - Peterborough (Renfrew County)
🏢 Kawartha Financial Services
📍 Renfrew County

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