Financial Services Sales Representative (Kelowna)

Financial Services Sales Representative (Kelowna)

12 Nov
|
Fairstone Bank
|
Kelowna

12 Nov

Fairstone Bank

Kelowna

Promote lending products and assess customer needs as a Financial Services Sales Representative with Fairstone Bank. Serve customers in person and virtually.

Fairstone Bank seeks a Sales Representative, Financial Services, to grow business through loan and protection product sales. You will recommend financial solutions, manage applications through closing, and build trusted customer relationships. The role also includes credit assessments, payments, overdue accounts, and sales goals.

Key Responsibilities:

- Promote and sell loan and protection products
- Understand customer needs and recommend financial solutions
- Manage sales processes from application through closing
- Perform credit assessments and process customer payments
- Manage overdue accounts and pursue sales goals

Requirements:

- High school diploma required
- At least one year of sales experience
- Customer service experience focused on meeting targets
- Robust interpersonal, communication, and negotiation skills
- Customer-first mindset and passion for delivering value

Apply financial sales, customer service, negotiation, and credit assessment skills with Fairstone Bank's lending team.

📌 Financial Services Sales Representative (Kelowna)
🏢 Fairstone Bank
📍 Kelowna

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