Financial Services Representative

Employer: Sharons Credit Union

Location: Coquitlam, British Columbia

Salary: $36.40 hourly

Languages: English 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.