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13 Jan 2023

Full-Time Financial Services Specialist

Express Employment Professionals – Posted by Sasha Malik St. Catharines, Ontario, Canada

Job Description

Financial Services Specialist –

Express Employment Professionals is looking for a dynamic and energetic Financial Services Specialist for a well respected financial institution in Niagara.  This individual has a desire to learn and grow long term with an organization that puts its’ customer first.

Do you have a passion for finance? Do you want to nurture a career helping others manage their finances? We want to hear from you?

Duties Include:

  • Interview loan and mortgage applicants
  • Meet with and advise investment solutions for customers
  • Analyze financial information
  • Complete credit bureaus
  • Data collection and entry
  • Financial assessments, approvals
  • Prepare loan and mortgage applications
  • Daily documentation/administration
  • Work closely with Branch Manager and staff
  • Exhibit and maintain a high level of service to customers

Qualified? You have:

  • Excellent customer and solution focused attitude
  • Good Knowledge of credit and mortgage products
  • Strong business acumen and financial industry experience
  • IROC Certifications an asset
  • Strong written and verbal communication skills
  • Active listening skills
  • Good decision making skills
  • Strong planning, time management and organizational skills

Salary: $44,000-$52,000 DOE

Hours: Monday to Friday – 1 Saturday a month required*

How to Apply

Interested? Please email your resume to (Indicate which job you are applying for)

Job Categories: Sales/Service. Job Types: Full-Time. Salaries: 000-$52.

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