Job Responsibilities • Delivers high quality service to British Colombians either in-person, over the telephone, and within a virtual environment • Conducts interviews with clients who may be in crisis and/or have emotional, physical, or mental conditions that may present barriers to communication • Conducts interviews and records transactions with clients while simultaneously entering information into a computerized system. Collects, reviews, and verifies documentation and… Show more Job Responsibilities • Delivers high quality service to British Colombians either in-person, over the telephone, and within a virtual environment • Conducts interviews with clients who may be in crisis and/or have emotional, physical, or mental conditions that may present barriers to communication • Conducts interviews and records transactions with clients while simultaneously entering information into a computerized system. Collects, reviews, and verifies documentation and information provided by client • Assesses eligibility for legislated income support programs/services and approves or denies applications based on legislated authority, client needs, personal issues, resources, financial circumstances, and employability. Ensures clients are aware of alternative resources • Authorizes the payment of income assistance and other exceptional/hardship funds • Makes decisions according to delegated legislative authority regarding the application for and ongoing support of income assistance and disability assistance • Completes and updates electronic files, identifying the impact of client social circumstances on their ability to achieve employment • Assesses client circumstances and assists clients in developing employment goals and an individualized employment plans outlining client obligations and accountabilities to become employed and self-sufficient • Ensures that agreed upon expectations and obligations are maintained as a condition for continued financial assistance • Motivates clients to achieve sustainable employment and provides ongoing follow-up and support through case management • Adheres to freedom of information guidelines and responds to requests for information from clients, public, business community and other government agencies • Enters and maintains data on electronic database and compiles statistical information • Responds to frequent inquires about eligibility for benefits and programs Show less

Job Responsibilities • Develop personal financial plans for clients covering cash management, finances, insurance coverage, investment, and retirement planning, analyze client financial records, set goals and develop a financial strategy. • Help to expand business and attract new clients. • Meet with clients to obtain information about income, liabilities and assets, and type, price and condition of property to be mortgaged, and negotiate mortgage loans with lenders or… Show more Job Responsibilities • Develop personal financial plans for clients covering cash management, finances, insurance coverage, investment, and retirement planning, analyze client financial records, set goals and develop a financial strategy. • Help to expand business and attract new clients. • Meet with clients to obtain information about income, liabilities and assets, and type, price and condition of property to be mortgaged, and negotiate mortgage loans with lenders or lending institutions on behalf of clients. • Meeting established individual goals through effective management of activities and opportunities. • Asking for referrals from satisfies customers to grow the business. • Responding to assigned and unassigned customer’s expressed needs, using sales and financial planning tools and uncover additional needs/preferences and recommend application solutions. • Identifying and referring customers with more complex needs to the appropriate in branch advisor and or global wealth insurance partners. • Promote the sale of deposit, investment, credit and loan products and services. Show less

Job Responsibilities • Preparation of Facility Offer Letters after credit approval. • Preparation of checklist for specific documentation requirements under an offer. • Maintaining credit documentation. • Preparing Inter Bank documents. • Weekly, & Monthly reporting to higher management. • Making MIS of all consumer data. • Making Markup MIS and Cash Collateral MIS Quarterly.

Job Responsibilities • Maintain HRIS data base. • CV screening and call applicants for interviews. • Arrange presentations. • Salary negotiation. • Resolving problems of employees.