NOC 63102 — Financial sales representatives

TEER 3 · Intermediate (high school and/or job-specific training) · Eligible for Express Entry (CEC and FSWP)

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.

Main 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.

Check your eligibility

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