Financial Services Representative

City: Brampton, Ontario


Job Type: Full Time/Permanent

Position: Financial Services Representative

NOC: 6235

Salary: $24/Hour

Location: Brampton, Ontario

Working Hours: 40/week

Position available: 1

Minimum Education Required: Bachelor’s degree or college diploma

Work Experience: 1 to less than 7 months

Language: English

Job Duties:
- Submit and complete credit & loan applications
- Manage all communication and provide excellent customer service
- Develop strategies to sell different financial products
- Research and evaluate client’s financial status, references, credit and ability to repay the loan
- Review and update client files
- Administer client queries on financial issues and effectively resolve all customer complaints
- Assist clients by proposing solutions addressing a variety of financial objectives
- Create forms and agreements to complete sales
- Contact prospective clients to present information and explain the services offered by the company
- Work with upper management to meet sales goals

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