National Occupation Code (NOC): 63102

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.

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
• Key Accounts Specialist
• 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