financial services representative

Work Setting

• Financial institution

Type of Loan Experience

• Personal

Specific Skills

• Submit credit and loan applications to management
• Review and update credit and loan files
• Promote sale of credit and loan services
• Prepare statements on delinquent accounts
• Interview applicants for loans
• Complete credit and loan documentation
• Approve or reject applications, or recommend applications for approval or rejection
• Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals

Work Conditions and Physical Capabilities

• Fast-paced environment
• Work under pressure
• Attention to detail
• Tight deadlines

Personal Suitability

• Effective interpersonal skills
• Flexibility
• Accurate
• Team player
• Excellent oral communication
• Excellent written communication
• Client focus
• Judgement
• Organized