6235 金融銷售代表 Financial sales representatives - Immiknow NOC - LEVEL B
金融銷售代表銷售基本存款，投資并向個人和企業(yè)貸款產(chǎn)品和服務(wù)。他們在銀行，信用社，信托投資公司和類似金融機構(gòu)工作。
Financial sales representatives sell basic deposit, investment and loan products and services to individuals and businesses. They work in banks, credit unions, trust companies and similar financial institutions.
6235 金融銷售代表頭銜范例 Example Titles - Immiknow NOC
* 信貸人員 credit officer
* 金融服務(wù)人員 financial services officer
* 金融服務(wù)代表 financial services representative
* 信貸員 loan officer
* 按揭人員 mortgage officer
* 銷售助理 - 個人銀行業(yè)務(wù) sales associate – personal banking
6235 金融銷售代表主要職責 Main duties - Immiknow NOC
金融銷售代表執(zhí)行部分或全部下列職責：Financial sales representatives perform some or all of the following duties:
* 開辦新的個人和非個人賬戶，并提供自動銀行機，電話銀行，網(wǎng)上銀行服務(wù)的訪問
Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
* 面試個人，抵押貸款，學生貸款和商業(yè)貸款的申請人
Interview applicants for personal, mortgage, student and business loans
* 促進存款，投資，信貸產(chǎn)品和服務(wù)的銷售
Promote the sale of deposit, investment, credit and loan products and services
* 協(xié)助客戶提出解決方案，以達到財務(wù)目標，如業(yè)務(wù)拓展，債務(wù)管理，投資及其他財務(wù)目標
Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
* 研究和評估貸款申請人的財務(wù)狀況，推薦信，信用和償還貸款的能力
Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
* 完成信用和貸款文件
Complete credit and loan documentation
* 將信貸和貸款申請?zhí)峤坏椒中谢蛐刨J經(jīng)理，建議批準或拒絕，或在授權(quán)范圍內(nèi)確保該機構(gòu)的信貸標準得到尊重，批準或拒絕申請
Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected
* 編制拖欠帳戶報表，并且為收賬員推進不可調(diào)和的賬戶
Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
* 審查和更新信貸和貸款文件
Review and update credit and loan files
* 作為現(xiàn)金和證券的共同保管人。
Act as joint custodian for cash and securities.
6235 金融銷售代表任職要求 Employment requirements - Immiknow NOC
* 通常需要完成中學并具備豐富的銀行經(jīng)驗。
Completion of secondary school and extensive general banking experience is usually required.
* 可能需要有關(guān)商業(yè)或經(jīng)濟學大學本科學歷或大專文憑。
A bachelor's degree or college diploma related to commerce or economics may be required.
* 通常需要共同基金許可證。
A mutual funds license is usually required.
* 通常需要在省或地區(qū)就業(yè)的證券監(jiān)管機構(gòu)登記。
Registration with the securities regulatory authority in the province or territory of employment is usually required.
* 通常必需完成貸款或信貸的培訓課程，6到12個月不等。
Completion of a loan or credit training program, ranging from six to twelve months, is usually required.
* 雇主可能要求雇員參加由加拿大銀行家協(xié)會提供的各種培訓計劃和課程。
Various training programs and courses are offered by the Institute of Canadian Bankers and may be required by employers.
* 銷售金融產(chǎn)品及投資的金融服務(wù)人員必須具備適當監(jiān)管機構(gòu)的許可證。
Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.
6235 金融銷售代表附加信息 Additional information - Immiknow NOC
* 隨著經(jīng)驗積累，可能晉升到更高層次的財務(wù)規(guī)劃和財富管理職位。
Progression to higher levels of financial planning and wealth management is possible with experience.
* 隨著經(jīng)驗積累，可能晉升到信貸和貸款管理職位。
Progression to credit and loan management positions is possible with experience.
6235 金融銷售代表其他分類 Classified elsewhere - Immiknow NOC
* 信貸和貸款經(jīng)理（銀行業(yè)，信貸及其他投資經(jīng)理） Credit and loan managers (in [0122](0122) Banking, credit and other investment managers )
* 客戶服務(wù)代表 - 金融機構(gòu) Customer services representatives - financial institutions [6551](6551)
* 銀行，保險和其他財務(wù)人員 Banking, insurance and other financial clerks [1434](1434)
* 其他財務(wù)人員 Other financial officers [1114](1114)
6235 金融銷售代表職稱頭銜 All titles - Immiknow NOC
* 顧問，貸款 adviser, loans
* 經(jīng)紀人，貸款 agent, loans
* 分析師，信貸 analyst, credit
* 分析師貸款 analyst, loans
* 銀行賬戶主任 banking accounts officer
* 商業(yè)銀行賬戶主任 commercial banking accounts officer
* 消費信貸人員 consumer credit officer
* 消費貸款人員 consumer loans officer
* 輔導員，貸款 counsellor, loans
* 信用分析師 credit analyst
* 信貸調(diào)查人員 credit investigation officer
* 信貸調(diào)查員 credit investigator
* 信貸人員 credit officer
* 債務(wù)顧問 debt counsellor
* 金融銷售和服務(wù)人員 financial sales and service officer
* 金融銷售和服務(wù)主管 financial sales and service supervisor
* 金融服務(wù)人員 financial services officer
* 金融服務(wù)代表 financial services representative
* 貸款服務(wù)人員 lending services officer
* 見習貸款服務(wù) lending services trainee
* 貸款巡視員 loan inspector
* 信貸員 loan officer
* 貸款顧問 loans adviser
* 貸款代理 loans agent
* 分析師貸款 loans analyst
* 貸款顧問 loans counsellor
* 貸款主管 loans supervisor
* 商戶服務(wù)專家 - 金融 merchant services specialist – financial
* 按揭顧問 mortgage consultant
* 按揭貸款顧問 mortgage loans consultant
* 官按揭貸款 mortgage loans officer
* 按揭人員 mortgage officer
* 人員，銀行賬戶 officer, banking accounts
* 人員，信貸 officer, credit
* 人員貸款 officer, loans
* 人員，按揭貸款 officer, mortgage loans
* 私人銀行家 personal banker
* 個人銀行賬戶主任 personal banking accounts officer
* 個人銀行業(yè)務(wù)代表 personal banking representative
* 個人金融服務(wù)助理 personal financial services associate
* 個人金融服務(wù)人員 personal financial services officer
* 個人貸款人員 personal loans officer
* 銷售聯(lián)營公司 - 個人銀行業(yè)務(wù) sales associate – personal banking
* 銷售人員 - 財務(wù) sales officer – financial
* 高級貸款官員 senior loans officer
* 學生貸款人員 student loans officer
