Financial Services Representative

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Overview Languages English Education Bachelor's degree Experience 1 year to less than 2 years Responsibilities 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

Financial Services Representative

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