Financial sales representatives

National Occupation Code (NOC): 6235

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.

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Job Duties for Financial sales representatives

  • 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.

Working Conditions for Financial sales representatives

Work is performed in a typical office environment.

Alternate Job Titles

  • Banking Accounts Officer
  • Commercial Banking Accounts Officer
  • Consumer Credit Officer
  • Consumer Loans Officer
  • 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
  • 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
  • Financial Services Representative
  • Mortgage Specialist
  • Mortgage Agent
  • Financial Service Representative
  • Representant Service A La Clientele
  • Mortgage Specialist
  • Mobile Mortgage Specialist
  • Lending Specialist
  • Mobile Lending Specialist
  • Financial Services Rep

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