Elevate your career with Kawartha Financial Services as a Financial Services Representative in Cornwall, ON. This full time role focuses on retail lending, mutual funds, and excellent member service.
This position, based at the Cornwall Branch, involves a blend of retail lending and investment advisory services. You will engage in member interviews for personal loans and mortgages, providing tailored financial advice. Candidates with a strong background in finance are encouraged to apply for this dynamic role.
Key Responsibilities:
• Specialize in retail lending and mutual fund solutions
• Conduct member interviews for personal loans and mortgages
• Adjudicate credit applications within assigned limits
• Deliver needs-based advice on budgeting and investment
• Establish strong relationships through excellent member service
Requirements:
• Post-secondary education in business or finance
• Minimum two years' experience in consumer lending
• Strong member service and sales skills
• Excellent organizational and time management abilities
• Commitment to obtain Mutual Funds License
Bring your expertise in financial services to help members achieve their goals at Kawartha Financial Services.