作者/来源:新新源移民/newnewland   发表时间:2015-06-21 14:36:05


6235 Financial salesrepresentatives





Financialsales representatives sell basic deposit, investment and loan products andservices to individuals and businesses. They work in banks, credit unions,trust companies and similar financial institutions.

















Financial sales representatives perform some or all of the following duties:

Opennew personal and non-personal accounts, and provide access to automated bankingmachine, telephone banking and online banking services

Interviewapplicants for personal, mortgage, student and business loans

Promotethe sale of deposit, investment, credit and loan products and services

Assistclients by proposing solutions to address financial objectives such as businessexpansion, debt management, investment and other financial goals

Researchand evaluate loan applicant's financial status, references, credit and abilityto repay the loan

Completecredit and loan documentation

Submitcredit and loan applications to branch or credit manager with recommendationsfor approval or rejection; or approve or reject applications within authorizedlimits ensuring that credit standards of the institution are respected

Preparestatements on delinquent accounts and forward irreconcilable accounts forcollector action

Reviewand update credit and loan files

Actas joint custodian for cash and securities.



顾问,贷款——adviser, loans

代理,贷款——agent, loans

分析师,信用——analyst, credit

分析师,贷款——analyst, loans

银行账户官——banking accounts officer

商业银行账户官——commercial banking accounts officer

消费信贷官——consumer credit officer

消费贷款官员——consumer loans officer

辅导员,贷款——counsellor, loans(新新源源移民)

信用分析师——credit analyst

资信调查官——credit investigation officer

信用调查——credit investigator

信贷执行官——credit officer

债务辅导员——debt counsellor

金融销售和服务人员——financial sales and service officer

金融销售和服务主管——financial sales and service supervisor

金融服务人员——financial services officer

金融服务代表——financial services representative

贷款服务人员——lending services officer

贷款服务见习——lending services trainee

贷款审查员——loan inspector

信贷员——loan officer

贷款顾问——loans adviser

贷款代理——loans agent

贷款分析员——loans analyst

贷款顾问——loans counsellor(新新源源移民)

贷款主管——loans supervisor

商户服务专家 - 金融——merchant services specialist – financial

抵押顾问——mortgage consultant

按揭贷款顾问——mortgage loans consultant

按揭贷款官——mortgage loans officer

按揭员——mortgage officer

官员,银行账户——officer, banking accounts

官,信用——officer, credit

官,贷款——officer, loans

官,按揭贷款——officer, mortgage loans

个人银行——personal banker

个人银行账户官——personal banking accounts officer

个人银行业务代表——personal banking representative

个人金融服务合伙人——personal financial services associate

个人金融业务人员——personal financial services officer

个人贷款官员——personal loans officer(新新源源移民)

销售助理 - 个人银行业务——sales associate – personal banking

销售人员 - 财务——sales officer – financial

高级官员的贷款——senior loans officer

助学贷款官员——student loans officer



Completionof secondary school and extensive general banking experience is usuallyrequired.

Abachelor's degree or college diploma related to commerce or economics may berequired.

Amutual funds license is usually required.

Registrationwith the securities regulatory authority in the province or territory ofemployment is usually required.

Completionof a loan or credit training program, ranging from six to twelve months, isusually required.

Varioustraining programs and courses are offered by the Institute of Canadian Bankersand may be required by employers.

Financialservices officers who sell regulated financial products and investments arerequired to be licensed by the appropriate governing body.


Progressionto higher levels of financial planning and wealth management is possible withexperience.

Progressionto credit and loan management positions is possible with experience.



Creditand loan managers (in 0122 Banking, credit and other investmentmanagers )

Customerservices representatives - financial institutions (6551)

Banking,insurance and other financial clerks (1434)

Otherfinancial officers (1114)

Classification Structure - 6