Financial Services Representative
CurrentOpen personal and non-personal accounts, grant access to banking servicesInterview applicants for various loans (personal, mortgage, student, business)Promote deposit, investment, credit, and loan products/servicesOffer financial solutions for business expansion, debt management, investment, etc.Evaluate applicant's financial status, credit, and repayment abilityHandle credit and loan documentation, submit applications for approvalManage delinquent accounts, update loan filesAct as joint custodian for cash and securities