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Financial services representative

Job in Coquitlam, BC, Canada
Listing for: Sharons Credit Union
Full Time position
Listed on 2026-09-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Loan Officer / Lending
Job Description & How to Apply Below
  • Work Term:

    Permanent
  • Work Language:

    English
  • Hours:

    37.5 hours per week
  • Education:

    Bachelor's degree
  • Experience:

    3 years to less than 5 years
  • 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
  • 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
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