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Account Manager
Account Manager
Job Overview
Surrey, British Columbia
Permanent Job
59061
$ 31 - $ 33 Per Hour Salary
2 years ago
Raymond Catherine
80
Job Description
Languages
English
Education
Bachelor's degree
or equivalent experience
Experience
2 years to less than 3 years
Specific SkillsReview and examine financial services and institutions to ensure compliance with governing legislation and regulationNegotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of clientMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningIdentify clients' financial goals and objectivesArrange for sale of financial products and investmentsAnalyze clients' financial records
Work Conditions and Physical CapabilitiesFast-paced environment; Attention to detail;Personal SuitabilityEffective interpersonal skills; Dependability; Organized;
Job ID: 59061
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