financial services representative (Coquitlam)

financial services representative (Coquitlam)

19 Aug
|
Sharons Credit Union
|
Coquitlam

19 Aug

Sharons Credit Union

Coquitlam

Dure de l''emploi: Permanent Langue de travail: Anglais Heures de travail: 37.5 hours per week Education: Exprience: Education Bachelor''s degree Work setting Credit union Business services Financial services industry Tasks Approve or reject applications, or recommend applications for approval or rejection Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals Complete credit and loan documentation Forward irreconcilable accounts for collector action Interview applicants for loans Prepare statements on delinquent accounts Promote sale of credit and loan services Research and evaluate loan applicant''s financial status, references, credit and ability to repay loan Review and update credit and loan files Submit credit and loan applications to management Network to develop business relations, promote the sale of loan,



investment and other banking services and attract corporate and individual customers Provide job training and support Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data Perform general office duties Complete administrative duties Type of loan experience Business Work conditions and physical capabilities Attention to detail Work under pressure Personal suitability Accurate Efficient interpersonal skills Excellent oral communication Excellent written communication Organized Team player Experience 3 years to less than 5 years Health benefits Health care plan Financial advantages Pension plan Other benefits Other benefits Support for youths Offers on-the-job training tailored to youth Offers mentorship, coaching and/or networking opportunities for youth Provides awareness training to employees to create a welcoming work environment for youth

📌 financial services representative (Coquitlam)
🏢 Sharons Credit Union
📍 Coquitlam

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