Financial Services Representative

  • Winnipeg
  • Aar Financial Inc.

Work setting :

  • Financial institution

Tasks :

  • 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
  • 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
  • Review and update credit and loan files

Type of loan experience :

  • Personal

Work conditions and physical capabilities :

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

Personal suitability :

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

Financial benefits :

  • Commission