Tandia Member Solutions Centre Associate

Become part of Tandia Financial as a Call Centre Associate in Ancaster, Ontario! Focus on delivering outstanding member service while marketing financial solutions in a full-time capacity.
You’ll be an essential member of Tandia’s team, tasked with effectively promoting and cross-selling products and services to meet member needs. With comprehensive training and support, you will build relationships and enhance member wallet share through dedicated service and follow-ups. Your role is critical in helping members navigate their financial options.
Key Responsibilities:
• Identify up-sell opportunities within credit union products
• Efficiently gather information to promote loans and mortgages
• Connect clients with the Wealth Management Team for comprehensive planning
• Implement promotional activities through personal outreach
• Carry out designated outbound calling initiatives
Requirements:
• Education: High school diploma with related experience
• Deep un...