Join Kawartha Financial Services as a Financial Services Representative. This full time, on-site role focuses on retail lending and mutual funds while offering comprehensive member support.In this role, you will utilize your experience in consumer lending to assist members with personal financial needs. Your responsibilities will include conducting interviews, recommending solutions, and managing credit applications. Join a team dedicated to fostering effective member relationships and achieving financial objectives.Key Responsibilities:
Support retail lending and mutual fund advisory services
Conduct interviews for loans and lines of credit
Adjudicate credit applications as per limits
Counsel members on financial planning and budgeting
Build and maintain solid relationships with membersRequirements:
Post-secondary education with a focus on finance
At least two years in consumer lending experience
Robust sales and member service skills
Excellent organizational skills
Mutual Funds License preferred, or commitment to obtainHelp members reach their financial goals with expert support at Kawartha Financial Services.#J-18808-Ljbffr