Financial Services Representative

Employment Information

  • Post ID: 677276994
  • Posted Date: Oct 16, 2025
  • Close Date: Dec 9, 2025 (open for 53 days)
  • Company: PATEL SUPERMARKET
  • Category: Accounting & Finance
  • Business Location:6922 King George Blvd, Surrey, British Columbia V3W 4Z9
  • Total Views: 995
  • Listing Age: 0 calendar days (1 business days)
  • Last Updated: 2 days ago
  • Job URL: https://tribaljobs.ca/jobs/677276994/british-columbia/surrey/financial-services-representative/
0 Applications

Job Details

  • Experience: 1 year - 2 years
  • Opening Positions: 1
  • Remuneration: $38,000 annually / 35 hours per week
  • Commencement Date: As soon as possible
  • Education: High school graduation certificate
  • How to apply: email to [email protected]

Job Description

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

Additional information

Work conditions and physical capabilities

  • Attention to detail
  • Fast-paced environment

Personal suitability

  • Accurate
  • Client focus
  • Organized
  • Team player