Work setting

• Urban area

Responsibilities

Tasks

• 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
• Interview applicants for loans
• Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
• 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

Experience and specialization

Type of loan experience

• Mortgage
• Personal

Additional information

Transportation/travel information

• Own transportation

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Large caseload
• Overtime required
• Work under pressure

Personal suitability

• Accurate
• Client focus
• Flexibility
• Judgement
• Organized
• Team player

Benefits

Other benefits

• Parking available