financial sales and service officer (Plympton-Wyoming)

financial sales and service officer (Plympton-Wyoming)

27 Oct
|
Southwest Regional Credit Union
|
Plympton-Wyoming

27 Oct

Southwest Regional Credit Union

Plympton-Wyoming

Durée de l'emploi: Permanent Langue de travail: Anglais Heures de travail: 37.5 hours per week Education: Expérience: Education College/CEGEP or equivalent experience Work setting Credit union Rural area 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 Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services 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 Certificates, licences, memberships, and courses Investment Funds Institute of Canada (IFIC) Accreditation Type of loan experience Automobile Farm Mortgage Personal Student Security and safety Basic security clearance Bondable Credit check Criminal record check Transportation/travel information Own transportation Valid driver's licence Willing to travel Work conditions and physical capabilities Attention to detail Fast-paced environment Large caseload Tight deadlines Work under pressure Experience 2 years to less than 3 years Employment terms options Flexible hours Day Health benefits Dental plan Disability benefits Health care plan Vision care benefits Financial benefits Bonus Pension plan Long term advantages Long-term care insurance Other benefits Paid time off (volunteering or personal days)

📌 financial sales and service officer (Plympton-Wyoming)
🏢 Southwest Regional Credit Union
📍 Plympton-Wyoming

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