Job Description

Financial Services Representative (Permanent, Full-time)

Location: Napanee, ON


Hours: 40 hours per week, Monday to Saturday


Rate of Pay: Dependent on experience 


As a Financial Services Representative, you will:

  • Specialize in retail lending, 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 applications that are within assigned lending limits; or make a recommendation to the applicable Manager/Lender for approval or decline of credit applications not within assigned lending limits.

  • Provide needs-based advice, counselling members on financial ...
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