Financial Services Representative

Kawartha Credit Union

Burk's Falls, ON

Financial Services Representative (Permanent, Full-time)

Location: Burks Falls, ON

Hours: 37.5 hours per week, Monday to Saturday

Rate of Pay: Dependent on experience

As a Financial Services Representative, you will serve members and non-members in person, by chat, e-mail, telephone or video conferencing, providing member service excellence. Specializing in retail lending and mutual funds, recommending solutions which will enable our members to achieve their personal financial objectives.

As a Financial Services Representative, you will:
• Dual role specializing in retail lending and mutual funds, recommending solutions which will enable our members to achieve their personal financial objectives.
• Anticipate and determine the needs of members. Transact request or refer the member to the suitable service area.
• Conduct interviews (personal loans, lines-of-credit and mortgages), complete document/application preparation and credit analysis.
• Approve or decline credit... More Detail

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