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NOC-6235 Financial sales representatives-PLEASE JOIN HERE

A

alvirahuda

Star Member
May 13, 2015
106
0
Dear Applicants,

I am confused with my NOC , can you please confirm weather geneal banking associate designation will fell under 6235 or something else?

I found one of my work related but other tasks are not directly related.

Please suggest.
 
alvirahuda said:
Dear Applicants,

I am confused with my NOC , can you please confirm weather geneal banking associate designation will fell under 6235 or something else?

I found one of my work related but other tasks are not directly related.

Please suggest.
Click to expand...

Hi,
Job duties for NOC 6235 is as follows. Pls check if it matches with designation you mentioned here:

6235 Financial sales representatives
Financial sales representatives sell basic deposit, investment and loan products and services to individuals and businesses. They work in banks, credit unions, trust companies and similar financial institutions.

Example Titles

credit officer
financial services officer
financial services representative
loan officer
mortgage officer
sales associate – personal banking


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.

Employment requirements

Completion of secondary school and extensive general banking experience is usually required.
A bachelor's degree or college diploma related to commerce or economics may be required.
A mutual funds license is usually required.
Registration with the securities regulatory authority in the province or territory of employment is usually required.
Completion of a loan or credit training program, ranging from six to twelve months, is usually required.
Various training programs and courses are offered by the Institute of Canadian Bankers and may be required by employers.
Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.
Additional information

Progression to higher levels of financial planning and wealth management is possible with experience.
Progression to credit and loan management positions is possible with experience.
Classified elsewhere

Credit and loan managers (in 0122 Banking, credit and other investment managers )
Customer services representatives - financial institutions (6551)
Banking, insurance and other financial clerks (1434)
Other financial officers (1114)
Classification Structure - 6
 
Look dears my tasks are as below,

Some tasks matches with 1434 and some with 6235. Please check and suggest , I am really confused, coz my employer have just provided my major job description in 3 points.

Not tasks in specific, however I have performed the following tasks and asked them to provide me an authorization that yes I have performed the following tasks.

If they do not provide the JD with specific tasks, wht else can be done?

Please suggest


Retail customer Account Maintainance
2) Corporate customer Account Maintainance
3) Maintainance of ATM cards
4) Maintainance of Replace cards/Duplicate Pin
5) Deferral Account Monitoring
6) Customer Signature Maintainance
7) Customer Address Change Maintainance
8) Discrepancy Mail circulation.
9) Black Listed Maintainance
10) Phone Banking Pin Maintainance
11) Copporate customers Account Opening
12) Retail Customers Account Opening
13) Corporate Term Deposit Account Opening
14) Corporate Term deposit Account Renewal
15) Corporate Term Deposit Account Encashment.
16) Term Deposit Advice printing and preparation
17) Voucher Preparation
18) Monthly Account Opening Error Reporting.
19) Corporate Board Resolution maintainance.
20) Query Handling for related tasks with internal customers
 
Did you apply for any pnp?
 
Can someone tell me if cibc personal banking representative/ telephone banking rep at the call centre is noc 6235 and will be applicable for PR???
 
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