Job Description
Work Term: Permanent
Work Language: English
Hours: 37.5 hours per week
Education: Bachelor's degree
Experience: 3 years to less than 5 years
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
Type of loan experience
Business
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
Health benefits
Health care plan
Financial benefits
Pension plan
Other benefits
Other benefits
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
Work Language: English
Hours: 37.5 hours per week
Education: Bachelor's degree
Experience: 3 years to less than 5 years
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
Type of loan experience
Business
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
Health benefits
Health care plan
Financial benefits
Pension plan
Other benefits
Other benefits
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
💡 Quick Summary
Seeking a career-building opportunity? The financial services representative position is now open for candidates interested in the Bank Jobs sector. This role in Coquitlam offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
