Elevate your financial career as a Financial Services Representative at Kawartha Financial Services in Peterborough, ON. This full-time, on-site role focuses on retail lending and member support. This position requires a robust 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 planning Requirements:
- 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 obtain Shape personal finance experiences by connecting with members at Kawartha Financial Services in Peterborough.