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Financial services representative

Job in Coquitlam, BC, Canada
Listing for: Sharons Credit Union
Full Time position
Listed on 2026-02-26
Job specializations:
  • Finance & Banking
    Financial Analyst, Banking & Finance
  • Business
    Financial Analyst, Banking & Finance
Job Description & How to Apply Below
  • Education:
  • Expérience:
  • Education
  • Bachelor's degree
  • 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
  • Experience
  • 3 years to less than 5 years
  • Health benefits
  • Health care plan
  • Financial benefits
  • Pension plan
  • Other benefits
  • Other benefits
  • Durée de l'emploi:
    Permanent
  • Langue de travail:
    Anglais
  • Heures de travail: 37.5 hours per week
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