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Collaborates with Branch Manager to design strategies for achieving the targeted sales results.
Core Functions:
Collaborates with Branch Manager to design strategies for achieving the targeted sales results.
Interacts with entrepreneurs and business owners to develop long term relationships.
Analyzes the credit worthiness and the financial health of potential borrowers.
Gathers and analyzes financial and market information to assess the soundness of the loan request.
Develops and submits proposals in accordance with the loan requirements and also tracks the proposal approval process to achieve timely approval of the application.
Liaises with the customer, the Enterprise Underwriting Unit (EUU) and the Service Centres to resolve issues relating to the processing of the loan proposal.
Liaises with the Sales Associate to ensure timely completion of the transaction and acceptance by the borrower.
Supports the Collections and Debt recovery teams in minimizing the level of loan delinquency.
Qualifications and Experience:
Bachelor’s Degree in Finance, Business Administration, Accounting or any other related discipline.
Two (2) years’ work experience in investment advisory/portfolio management at a financial institution would be preferred.
Certified Financial Planner (CFP) Designation or candidacy is an asset.
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Business Banker (Westmoreland & Manchester)
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