financial services representative

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. 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.

• Health care plan • Pension plan • Other benefits

Identified from the job description. Confirm important requirements above.

• Additional information Work conditions and physical capabilities Attention to detail Work under pressure Personal suitability Accurate Efficient interpersonal s

Minimum education

Bachelor’s degree

Apply by

Sep 1, 2026