financial services representative
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.
Location 405 North Road suite 1 Coquitlam , BC V3K 3V9
Work location On site
Salary $ ***** HOUR hourly / 37.5 hours per week
Terms of employment Permanent employment Full time
Starts as soon as possible
Benefits:Health benefits, Financial benefits, Other benefits
vacancies 1 vacancy
Source Job Bank #*******
Languages
English
Education
Bachelor's degree
Experience
3 years to less than 5 years
On site




Work must be completed at the physical location. There is no option to work remotely.
Work setting
Credit union
Business services
Financial services industry
Responsibilities
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




Experience and specialization
Type of loan experience
Business
Additional information
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
Perks
Health benefits
Health care plan
Financial benefits
Pension plan
Other perks
Other benefits
Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
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
Membership in a group is not a job requirement. All interested applicants are strongly encouraged to apply.
This employer is committed to providing all job applicants with equal employment opportunities, and promoting inclusion. If you self-identify as a member of any employment group, you are encouraged to indicate it in your application.
Who can apply for this job?
a Canadian citizen
a permanent resident of Canada
a temporary resident of Canada with a valid work permit
Do not apply if you are not authorized to work in Canada
. The employer will not respond to your application.
Advertised until
**********
#J-*****-Ljbffr

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