• TD的PBA 能用noc 6235移民嗎? 不做investment跟mortgage,沒有mutual fund license 是不是就不符合noc6235呢?

  • Main duties
    This group performs some or all of the following duties:
    Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
    Interview applicants for personal, mortgage, student and business loans
    Promote the sale of deposit, investment, credit and loan products and services
    Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
    Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
    Complete credit and loan documentation
    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
    Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
    Review and update credit and loan files
    Act as joint custodian for cash and securities.

  • @Avery

    大部分duties都能match,但是Td的pba 不做investment跟mortgage... 網站上寫usually require mutual fund license,但pba不做mutual fund 也不需要license,那是不是就不符合呢?

  • 我在job bank 找6235的工作
    找到了TD PBA
    是不是代表 政府也認可pba是6235呢?

  • 大部分match就行。

  • @aaa_a 主要职责匹配就好了,微小的差异不影响认定。

    TD 的PBA全名是personal banking Associate, 是senior position, 主要职责大致包含了open new accounts, apply for line of credit(secured/unsecured ), credit card, estate case , etc. 可以匹配职业类表中的sales associate - personal banking位置匹配,在开具雇主信的时候,把主要职责cover到就好。

    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.

    Illustrative example(s)

    credit officer
    financial services officer
    financial services representative
    loan officer
    mortgage officer
    sales associate - personal banking

  • 感謝你🙏🏻🙏🏻🙏🏻