Financial Services Representative

You will be a Financial Service Representative (FSR) responsible for assisting clients with personal loan applications, assessing their financial needs, and guiding them through the lending process with transparency and care. As the initial point of contact for many customers, your professionalism and attention to detail will be crucial in providing a positive and trustworthy experience. Your main responsibilities will include greeting and assisting clients both in person and remotely with professionalism and empathy, assessing client needs, explaining available loan options, processing loan applications accurately, conducting credit checks, analyzing financial profiles, maintaining compliance with internal lending guidelines and regulatory standards, following up on leads and pending applications, maintaining accurate records, collaborating with internal departments, and meeting or exceeding performance targets. To qualify for this role, a post-secondary education in finance, business, or a related field is preferred along with 1-2 years of experience in financial services, lending, customer service, or retail banking. You should possess a strong understanding of personal loans, credit products, and financial documentation, excellent communication, interpersonal, and problem-solving skills, the ability to handle sensitive financial information with discretion and professionalism, and be comfortable working in a goal-driven and fast-paced environment. This is a full-time job that requires you to work Monday to Friday on night shifts with weekend availability. The work location will be in person.,