Financial Product Knowledge × Workstyle: Remote

7 jobs found.

Loan Financing Clerk

A job in financial institutions such as banks and credit unions that handles clerical tasks from loan application reception to screening assistance and contract procedures.

Financial Intermediary

A profession that acts as an intermediary in the buying and selling of financial products, relaying customer orders to securities exchanges and the like.

Financial Broker

A professional who acts as an intermediary between clients with funding needs from investors or companies and funding providers to establish transactions.

Securities Sales Representative (Outside Duty)

A sales position that visits customers to propose and sell financial products such as stocks, bonds, and investment trusts. Provides asset management advice and constructs portfolios tailored to customer needs.

Securities and Trust Savings Advisor (Securities companies, trust banks, etc.)

A profession that proposes and sells financial products such as securities and trust savings products according to the customer's asset status and needs.

Post Office Outreach Sales Officer (Savings Operations)

A job that handles post office savings operations, visiting customers to propose savings products and handle contract procedures.

Credit Assessment Clerk

A job handling clerical work at financial institutions, investigating customers' credit status and determining approval for loans or credit card issuances.