Guys Do these duties fall under NOC B 6235 financial representatives or not ..please help me I was working with Cash Money
- Review and understand various reporting statements on the financial board
- Approve or reject loan applications within approval limits and refer more complex client concerns to Store Manager by providing your recommendations
_ Balance and process daily work in accordance to standard compliance ,audit , policies and procedures
- open new client accounts using account opening strategies
- promote /sell the clients loan products and credit cards
- Build rapport with clients by engaging listening and understanding the financial needs and promote loan products based on the financial needs
- Review and evaluate financial loan applications, assess the applicants credit worthiness, perform financial analysis, fraud analysis and other risk assessments
- Act as joint custodian for cash and negotiable items
-Participate in the planning and execution of local store marketing initiatives,both internally and externally
-Advice clients to determine their financial needs, goals and develop their credit
-Collaborate with store management to develop and continuously improve the business unit
-Capitalize on financial cross-sales and add-on products by paying attention to customer needs while transparently and openly communicating the terms and conditions of our loan products
-Constantly update loan files
-Ensure that clients provide the necessary supporting documentation and complete credit and loan documentations
Also I don’t have any mutual financial certificate or anything ...please help me
- Review and understand various reporting statements on the financial board
- Approve or reject loan applications within approval limits and refer more complex client concerns to Store Manager by providing your recommendations
_ Balance and process daily work in accordance to standard compliance ,audit , policies and procedures
- open new client accounts using account opening strategies
- promote /sell the clients loan products and credit cards
- Build rapport with clients by engaging listening and understanding the financial needs and promote loan products based on the financial needs
- Review and evaluate financial loan applications, assess the applicants credit worthiness, perform financial analysis, fraud analysis and other risk assessments
- Act as joint custodian for cash and negotiable items
-Participate in the planning and execution of local store marketing initiatives,both internally and externally
-Advice clients to determine their financial needs, goals and develop their credit
-Collaborate with store management to develop and continuously improve the business unit
-Capitalize on financial cross-sales and add-on products by paying attention to customer needs while transparently and openly communicating the terms and conditions of our loan products
-Constantly update loan files
-Ensure that clients provide the necessary supporting documentation and complete credit and loan documentations
Also I don’t have any mutual financial certificate or anything ...please help me