Hamilton, Ontario, Canada · On-site
We invest in people. Be part of a banking experience as unique as you are. Tandia Financial (Tandia) is seeking a Member Solutions Associate to join our Ancaster Branch team. This is a temporary full-time position. This …
Skills: Sales Acumen, Customer Experience, Credit Assessment, Cash Handling, Cross-selling
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Responsible for providing member services, processing transactions, and identifying growth opportunities through the cross-selling of lending and investment products. The role involves managing a portfolio of accounts and conducting outbound initiatives to meet branch growth targets.
Requires 2-3 years of relevant experience and a high school diploma, with an undergraduate degree considered an asset. Candidates must possess strong sales acumen and the ability to multitask in a fast-paced environment.
We invest in people.
Be part of a banking experience as unique as you are.
Tandia Financial (Tandia) is seeking a Member Solutions Associate to join our Ancaster Branch team. This is a temporary full-time position. This posting is for an existing vacancy and the expected starting rate is $30.90.
Do you have a passion for connecting with others? Do you enjoy finding opportunities' to help other's grow their financial portfolio? Do you have initiative and a flair for multi-tasking? If you answered yes, then you may be right for us.
This position will be responsible for providing a range of services to members including responding to members’ inquiries, analyzing members’ needs and utilizing the product or service which best meets those needs. This position will cross-sell Tandia's products, process members’ transactions (cash and other general services) and process members’ requests for account updates and closures. Promotes, up-sells and cross-sells the full range of lending and investment products and sundry services in order to build Member relationships and meet growth objectives. Is the primary resource for actively soliciting new sales opportunities by following up on staff referrals, incoming credit checks and identifying target areas and subsequent cold calls to capitalize on growth opportunities. Manages portfolio of assigned accounts while increasing volume of business annually to targets required through annual branch budget. Actively participates in all branch campaigns and promotions to meet growth targets.
Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equality of opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.
As unique as you. Welcome to Tandia Financial, a division of Alterna Savings. At Tandia Financial, you’re not just our customer, you’re a member and an owner. That means you can be confident that your unique needs come first. We understand that everyone is different, and we tailor solutions that are just right for you. We’re different too. We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day. Welcome to better service, exceptional rates, and a cooperative business model that recognizes that it’s about people, not just profits. At Tandia, you’re not a number on some account ledger - you’re an individual and you’re our neighbour from down the street. You’re unique, and that matters to us.
Offices: 3455 N Service Rd, Unit 100, Burlington, Ontario L7N 3G2, CA · 1800 Stone Church Rd E, Stoney Creek, Ontario L8J 0K5, CA · 6020 Main St W, Milton, ON L9T 9M1, CA · 350 Queen St, Acton, ON L7J 1R2, CA · 21 Stone Church Rd, Ancaster, ON L9K 1S4, CA
As unique as you. Welcome to Tandia Financial, a division of Alterna Savings. At Tandia Financial, you’re not just our customer, you’re a member and an owner. That means you can be confident that your unique needs come first. We understand that everyone is different, and we tailor solutions that are just right for you. We’re different too. We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day. Welcome to better service, exceptional rates, and a cooperative business model that recognizes that it’s about people, not just profits. At Tandia, you’re not a number on some account ledger - you’re an individual and you’re our neighbour from down the street. You’re unique, and that matters to us.
Offices: 3455 N Service Rd, Unit 100, Burlington, Ontario L7N 3G2, CA · 1800 Stone Church Rd E, Stoney Creek, Ontario L8J 0K5, CA · 6020 Main St W, Milton, ON L9T 9M1, CA · 350 Queen St, Acton, ON L7J 1R2, CA · 21 Stone Church Rd, Ancaster, ON L9K 1S4, CA
