We have the same line of industry. With the job description of 6235, I guess you are also qualified for the NOC. Check this out...
View all Titles"
Results: 46
6235
adviser, loans
agent, loans
analyst, credit
analyst, loans
banking accounts officer
commercial banking accounts officer
consumer credit officer
consumer loans officer
counsellor, loans
credit analyst
credit investigation officer
credit investigator
credit officer
debt counsellor
financial sales and service officer
financial sales and service supervisor
financial services officer
financial services representative
lending services officer
lending services trainee
loan inspector
loan officer
loans adviser
loans agent
loans analyst
loans counsellor
loans supervisor
merchant services specialist – financial
mortgage consultant
mortgage loans consultant
mortgage loans officer
mortgage officer
officer, banking accounts
officer, credit
officer, loans
officer, mortgage loans
personal banker
personal banking accounts officer
personal banking representative
personal financial services associate
personal financial services officer
personal loans officer
sales associate – personal banking
sales officer – financial
senior loans officer
student loans officer
Main duties
Financial sales representatives perform some or all of the following duties:
Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
Interview applicants for personal, mortgage, student and business loans
Promote the sale of deposit, investment, credit and loan products and services
Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
Complete credit and loan documentation
Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected
Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
Review and update credit and loan files
Act as joint custodian for cash and securities.
I fall under Sales Associate-Personal banking where I am permanent employee of the bank and one of my duties includes offering "investments with insurance" to our clients.
May I know what kind of insurance you sell to clients? Is it a Life insurance with investments? or a non-life insurance(car insurance, fire insurance)?
