Financial Services Representative in Coquitlam
S
Sharons Credit Union
📍 coquitlam, metro vancouver regional district, Canada
Job Description
Become a Financial Services Representative at Sharons Credit Union in Coquitlam, BC. This full-time role focuses on assisting clients with financial objectives and loan applications.
As a Financial Services Representative, you'll engage in managing loan applications, client consultations, and networking to develop business relations. You'll also be instrumental in researching applicants' financial statuses and preparing essential documentation. Strong interpersonal skills and the ability to work under pressure are key for success in this permanent, on-site position.
Key Responsibilities:
• Approve or reject loan applications based on comprehensive evaluation
• Assist clients in achieving their financial goals through tailored solutions
• Prepare and review credit and loan documentation meticulously
• Conduct interviews with loan applicants for accurate assessments
• Promote banking services to attract new customers
Re...
As a Financial Services Representative, you'll engage in managing loan applications, client consultations, and networking to develop business relations. You'll also be instrumental in researching applicants' financial statuses and preparing essential documentation. Strong interpersonal skills and the ability to work under pressure are key for success in this permanent, on-site position.
Key Responsibilities:
• Approve or reject loan applications based on comprehensive evaluation
• Assist clients in achieving their financial goals through tailored solutions
• Prepare and review credit and loan documentation meticulously
• Conduct interviews with loan applicants for accurate assessments
• Promote banking services to attract new customers
Re...